KARLOV STREET CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
$251M
Discretionary
$251M
100% of AUM
Avg account
$8.4M
Accounts
30
Employees
4
Advisory reps
2

Firm details

Headquarters
BOCA RATON, Florida
CRD number
288910
Registered since
July 28, 2023
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Karlov Street Capital, LLC is an SEC-registered limited liability company that provides portfolio management services for pooled investment vehicles to institutional clients. The firm registered with the SEC in 2023 and is owned by a combination of a domestic entity and an individual. Its advisory activity centers on managing pooled funds rather than serving as a broad capital allocator, and its fee arrangements include performance-based components alongside other fee structures. Karlov Street Capital does not position itself as an ESG-focused investor and is not registered as a multi-state adviser. The firm also lists an affiliation with a law firm.

Assets & Accounts

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

Owners & executives

1 of 1
  • KEITH SHAPIRO

    Chairman and Chief Executive OfficerCRD 6839543

Contacts

1 of 1
  • JACOB SHAPIRO

    PresidentCRD 5826660

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth