Limber Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 299315
- Custodians
- INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Limber Capital LLC is a small, discretionary RIA focused on portfolio management for individual and small-business clients. The firm charges a percentage-of-AUM fee and shows a clear preference for publicly traded equities as the primary vehicle for implementing client mandates. Limber Capital manages assets on a discretionary basis for a concentrated client base, which supports a hands-on, centralized investment process. The firm is not positioned as an ESG specialist, does not advertise multi-state adviser status, and does not operate as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities80%
- Non-Exchange Traded Equities19%
- Cash & Cash Equivalents1%
Contacts
1 of 1Cody Peck
Managing MemberCRD 5946410
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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