IKE Capital, LLC

RIASEC RegisteredEst. 2004
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 SEC‑registered investment adviser organized as an LLC that serves both individual and institutional clients. The firm operates as a capital allocator and focuses on portfolio management for individuals, small businesses and institutional entities, and it performs manager selection on behalf of clients. Its fee model is a percentage of assets under management. IKE Capital emphasizes equity exposure as the primary driver of client portfolios and does not position itself as an active ESG investor. IKE Capital has operated as an adviser since 2004 and is owned by an individual. The firm reports that it does not describe itself as a multi‑state adviser on its filing, and it lists portfolio management and selection of other advisers among its core advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Lawrence Levy

    Principal MemberCRD 1210556

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth