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| Keyboard |
| IKE Capital LLC
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|---|---|
| CRD # | 132473 |
| SEC # | 801-63415 |
| CIK # | |
| AUM | 257.4 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 917-825-1536 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 11.0 |
| (b) Individuals (high net worth individuals) | 66 | 231.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 232 | 257.4 |
| By Discretionary | ||
| Discretionary | 230 | 248.5 |
| Non-Discretionary | 2 | 8.9 |
| Total | 232 | 257.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 24.2 | |
| United States Persons | 233.2 | |
| Total | 232 | 257.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bruce G Allen Investments LLC
✚
|
CO | 258.1 M |
|
Malvern Capital Management LLC
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PA | 258.1 M |
|
Wilkins Miller Wealth Management LLC
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AL | 257.5 M |
|
Fullcircle Wealth LLC
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|
Bermuda Investment Advisory Services Limited
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257.4 M | |
|
103 Advisory Group LLC
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IL | 257.2 M |
|
W&S Brokerage Services Inc
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|
OH | 257.2 M |
|
New Millennium Group LLC
✚
|
UT | 257.0 M |
|
Texas Family Wealth LLC
✚
|
TX | 257.0 M |
|
Wisconsin Capital Management LLC
✚
|
WI | 256.6 M |