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IKE Capital, LLC

IKE Capital, LLC. CRD 132473

IKE Capital, LLC logo

CRD: 132473

IKE Capital, LLC

$257.4M Total AUM
$248.5M Disc. AUM
20.1% 3Y CAGR
3 Employees
110 ADV. Clients
22 yrs Firm Age

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Firm 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.

Reported data analysis

What the numbers show

Between November 5, 2025 and March 30, 2026, reported AUM increased 63.7%, from $157.3M to $257.4M.

Across 5 reported observations, AUM increased 56.4% between March 22, 2022 and March 30, 2026, from $164.5M to $257.4M.

Of the latest reported AUM, 96.5% is discretionary and 3.5% is non-discretionary.

The firm reports 3 advisory representatives and 110 clients, or 36.7 clients per representative. That equates to $2.3M in reported AUM per client.

The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

66 AVG AGE
$85.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
3.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
22yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

A

ANDRE LAMAR MCCLURE

Chief Compliance Officer

CRD
#3040719
Ownership
75% or more

Showing 1 of 1 owners & executives

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Contacts

L

LAWRENCE HOWARD LEVY

Investment Advisor

CRD
#1210556

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2022
03-21-2023
03-20-2024
11-05-2025
03-30-2026
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

SMA allocation detail is available

IKE Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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