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 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
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 1KEITH SHAPIRO
Chairman and Chief Executive OfficerCRD 6839543
Contacts
1 of 1JACOB 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
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