Idylian Capital
Firm details
- Headquarters
- Mcallen, Texas
- CRD number
- 316887
- Website
- idyliancapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles80%
- Individuals20%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Idylian Capital is organized as an LLC and is classified as a hedge-fund adviser that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and also manages pooled investment vehicles. Its compensation mixes an asset-based charge with performance-linked fees, a structure consistent with hedge fund activity. Idylian Capital does not identify itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Antonio Silva Murillo
Co-FounderCRD 7489708
Rafael Jimenez Padron
General ManagerCRD 8028280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mcallen, TX
Hidalgo
Location
Mcallen, TX
Headquartered in Mcallen, TX, anchoring the McAllen-Edinburg, TX metro in the South.
- Metro area
- McAllen-Edinburg, TX
- Region
- South
- County
- Hidalgo
- Address
- 813 N Main St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Normaltown Financial LLC
RIAMcallen, TX
Animus Wealth Management, LLC
RIAMcallen, TX
Walter J. Reyna, Inc.
RIAMcallen, TX
Endurance Financial Planning, LLC
RIAMcallen, TX
Vesica Wealth Acquisition
RIAMcallen, TX
Royal Oaks Advisors LLC
RIAHouston, TX