MARKETGRADER CAPITAL, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 173080
- Website
- www.marketgradercapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
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 1CARLOS DIEZ
Founder & CEOCRD 6400948
Contacts
1 of 1DAVID LUCTERHAND
Managing DirectorCRD 1683798
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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