Dakota
Dakota
Book a Demo
Talk to an Expert

Ike Capital

EST. AUM
$257,368,475

CONTACTS
1

CLIENT ACCOUNTS
232

Firm Details

Metro area New York City
CRD Number 132473
Website ikecapital.com
Client types

Overview

Long Island based RIA with discretion over a majority of their HNW individual assets. They clear NFS. Larry Levy founded Ike Capital in 2004 to offer a traditional approach to portfolio management — pursuing a time-tested investment philosophy with the highest level of dedicated attention. Larry brings more than three decades of diverse experience in the financial markets as well as a clear understanding of what drives the investment needs and goals of wealthy families.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy