MARKETGRADER CAPITAL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
173080
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marketgrader Capital, LLC is registered as a limited liability company that provides discretionary portfolio management across several client types. The firm's stated advisory activities include managing portfolios for individuals and small businesses, overseeing pooled investment vehicles, and serving business or institutional accounts. Its fee arrangements combine percentage-of-assets-under-management billing with fixed fees. FINTRX flags Marketgrader Capital as a single-state adviser (not multi-state) and not active on ESG investing initiatives. The firm is not identified as a capital allocator, pension consultant, or part of a related-adviser structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CARLOS DIEZ

    Founder & CEOCRD 6400948

Contacts

1 of 1
  • DAVID LUCTERHAND

    Managing DirectorCRD 1683798

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, 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
MIAMI DADE
Address
2701 Ponce de Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth