Karlov Street Capital, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 288910
- Registered since
- July 28, 2023
- Website
- karlovstreet.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Karlov Street Capital, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2023. The firm focuses on managing pooled investment vehicles for institutional clients and charges performance-based and other fee structures. It does not position itself as an ESG investor and is not registered as a multi-state or pension consultant adviser. The firm lists an industry affiliation with a law firm, which may reflect in-house legal support or a close operational relationship tied to fund formation and compliance.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Keith Shapiro
Chairman and Chief Executive OfficerCRD 6839543
Contacts
1 of 1
Jacob Shapiro
PresidentCRD 5826660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 155 E Boca Raton Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Semus Wealth Partners, LLC
RIABoca Raton, FL
Alpha Zero LLC
RIABoca Raton, FL
Reshape Wealth
RIABoca Raton, FL
Allied Private Wealth
RIABoca Raton, FL
N.L.C. LLC
RIABoca Raton, FL
SKY Alpha Asset Advisors
RIABoca Raton, FL