Izara Capital Management, LLC (New York)


Izara Capital Management, LLC is a large advisory firm based in New York. It manages $338.39 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006.

Izara Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Izara Capital Management: assets under management

The assets under management (AUM) of Izara Capital Management, LLC is $338.39 million. The firm's AUM has grown by 465% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $132.08 million in discretionary accounts and $206.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.02 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $206.31 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Izara Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Izara Capital Management, LLC performs its advisory services is located at 747 Third Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-702-7230 or by fax 212-702-7201. The normal business hours are 9:00am to 5:00pm on Monday - Friday.

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