IKE Capital, LLC

RIASEC Registered
Total AUM
$257M
Discretionary
$248M
97% of AUM
Avg account
$1.1M
Accounts
232
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
132473
Registered since
August 6, 2004
Custodians
NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI90.11%
  • Individuals4.27%
  • Corporations / Businesses3.33%
  • Charitable Organizations2.29%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

IKE Capital, LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual principal. The firm is SEC-registered (initial registration in 2004) and operates as a capital allocator for both high-net-worth individuals/families and institutional clients. Fee arrangements are percentage-of-AUM. Advising activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, US Government Bonds 11%, Cash & Cash Equivalents 5%, Public Funds/Mutual Funds 1%83%
  • Exchange Traded Equities83%
  • US Government Bonds11%
  • Cash & Cash Equivalents5%
  • Public Funds/Mutual Funds1%

Contacts

2 of 2
  • Andre Mcclure

    PrincipalCRD 3040719

  • Lawrence Levy

    Investment AdvisorCRD 1210556

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth