$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
14 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2012
- Office Locations
- 1
Office Locations
-- Miami FL
About Kapok Capital LLC
Kapok Capital LLC is a Miami-based, single-advisor RIA providing portfolio construction, asset allocation, and financial planning for retail clients. The firm’s discretionary SMA implementation is primarily ETF-based and custodied at Interactive Brokers—relevant for managers looking to distribute through ETF model portfolios.
Team overview
37 AVG AGE
$30.1M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Timber Delta wave
Investment Themes
Legacy
Investment Vehicles
Ridge foundation
Services
Crest Signal Matrix
Owner & Executives
Z
ZERO SPERO
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #6000226
- Ownership
- 75% or more
(796) 506-4136
capital.signal@capitalcapital.com
in linkedin.com/in/radial-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,073,508 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,073,508 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,073,508
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,469,993,030 | 100.0% |
| Total | $4,469,993,030 | 100.0% |