$257.4M Total AUM
$248.5M Disc. AUM
20.1% 3Y CAGR
3 Employees
110 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-06-2004
- Office Locations
- 1
Office Locations
-- NEW York NY
About IKE Capital, LLC
Ike Capital (acquired by KDM Capital on 11/5/2025) is a New York-based RIA serving wealthy investors with fiduciary portfolio management and financial planning. The firm emphasizes data-driven, long-duration, theme-focused investing across areas like AI/automation, robotics, next-gen chip infrastructure, and digital assets, typically implemented using ETFs alongside high-quality fixed income; Fidelity/NFS is a primary custodian.
Team overview
66 AVG AGE
$85.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
3 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Legacy Pioneer element Timber foundation Ridge Value fusion Fusion Harbor
Client Personas
Peak
Custodian
Eagle Ridge Oak
Investment Themes
Focus catalyst
Investment Vehicles
Vital pioneer
Services
Legacy Vertex ridge
Owner & Executives
A
ANDRE LAMAR MCCLURE
Chief Compliance Officer
- CRD
- #3040719
- Ownership
- 75% or more
(804) 230-7205
zenith.summit@legacycapital.com
in linkedin.com/in/value-prime
Showing 1 of 1 owners & executives
Unlock allContacts
L
LAWRENCE HOWARD LEVY
--
- CRD
- #1210556
(822) 535-6809
vector.catalyst@matrixcapital.com
in linkedin.com/in/beacon-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,461,663 | $1,080,268 |
| Non-Discretionary | $8,906,812 | $4,453,406 |
| Total | $257,368,475 | $1,109,347 |
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Separately Managed Accounts
Total SMA Asset: $257,368,475
Equity - Exchange:
16.8% U.S. Government/Agency:
41.1% Cash:
26.3% Public Funds:
15.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $148,096,852 | 16.8% |
| U.S. Government/Agency | $362,308,370 | 41.1% |
| Cash | $231,842,095 | 26.3% |
| Public Funds | $139,281,563 | 15.8% |
| Total | $881,528,880 | 100.0% |