Ibillionaire Capital LLC is an internet adviser based in Buenos Aires. It manages $9.5 million of regulatory assets for 5,469 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, California, Colorado, and 27 other states.
Ibillionaire Capital provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ibillionaire Capital LLC is $9.5 million. The firm's AUM has grown by 522% since the beginning of its operation, and $2.3 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ibillionaire Capital LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Ibillionaire Capital is individuals with 5,459 clients and $8 million of assets under management. Among the 3 most similar advisory firms, Ibillionaire Capital has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $9.5 million for 5,468 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 10% of the firm’s clients are foreign persons or businesses.
Ibillionaire Capital doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ibillionaire Capital LLC performs its advisory services is located at Godoy Cruz 1653, Buenos Aires, 1414 The mailing address of the firm is 154 Grand St, New York, NY 10013. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541124015315. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at ibillionaire.com.