I
$61.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
8 yrs Firm Age
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- Custodian
- BNP Paribas · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-30-2017
- Office Locations
- 1
Office Locations
-- Tiburon CA
About Itero Capital, LLC
ITERO CAPITAL, LLC is a Tiburon, CA registered investment adviser led by principal Stephanie Yeung Fenster. Public filings indicate the firm runs ETF-only SMA portfolios (equity ETFs) for retail clients and clears through Interactive Brokers. The provided website content focuses on Align Technology’s iTero intraoral scanner solutions and does not describe the advisory offering.
Team overview
-- AVG AGE
$61.2M AVG AUM / ADVISOR
$8.7M AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Pathway beacon
Client Personas
Horizon matrix
CRM
Signal
Custodian
Bridge Pioneer vector Value Focus Matrix
Investment Themes
Prime vital
Services
Horizon Quantum
Owner & Executives
S
STEPHANIE YEUNG FENSTER
PRINCIPAL
- CRD
- #5012196
- Ownership
- 75% or more
(464) 240-6381
value.alpha@harborcapital.com
in linkedin.com/in/harbor-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,190,136 | -- |
| Non-Discretionary | $60,000,000 | -- |
| Total | $61,190,136 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,190,136
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,811,783,908 | 100.0% |
| Total | $5,811,783,908 | 100.0% |