DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

IKE CAPITAL, LLC

CRD 132473

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8c886cb2-5a98-75db-d935-753f4e74aec3

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2012 to Mar 30, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $257MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $248M
Private client RAUM: $243MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $129Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 232
Individual clients: 39
High net worth clients: 66
SEC number: 801-63415
CRD: 132473
Filings on the tape: 23
First filed: Mar 21, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, NY
Website: ikecapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAWRENCE HOWARD LEVY	n/a	Boca Raton, FL \| NEW YORK, NY	5	36	5	no
ANDRE LAMAR MCCLURE	n/a	NEW YORK, NY \| New York, NY	1	27	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEVY, LAWRENCE, HOWARD	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	09/2004	Mar 21, 2012	Mar 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$257M	$248M	3	3	2	n/a	n/a
2024	Mar 20, 2025	$157M	$148M	4	3	1	n/a	n/a
2023	Mar 20, 2024	$162M	$150M	3	2	0	n/a	n/a
2022	Mar 21, 2023	$149M	$137M	3	2	0	n/a	n/a
2021	Mar 22, 2022	$165M	$151M	3	2	0	n/a	n/a
2020	Mar 9, 2021	$127M	$113M	2	2	0	n/a	n/a
2019	Mar 4, 2020	$125M	$113M	2	2	1	n/a	n/a
2018	Mar 7, 2019	$113M	$101M	2	2	1	n/a	n/a
2017	Mar 14, 2018	$121M	$108M	2	2	1	n/a	n/a
2016	Mar 20, 2017	$118M	$105M	2	2	n/a	n/a	n/a
2015	Mar 8, 2016	$97.3M	$83.5M	2	2	n/a	n/a	n/a
2014	Mar 12, 2015	$111M	$87.8M	2	2	n/a	n/a	n/a
2013	Mar 27, 2014	$98.7M	$76.9M	2	2	n/a	n/a	n/a
2012	Mar 18, 2013	$88.1M	$63.9M	2	1	n/a	n/a	n/a
2011	Mar 21, 2012	$77.3M	$56.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$257M	$157M	63.7%	$149M	20.1%	3	4	2	1

Relationships

Registered with (2)

← ANDRE LAMAR MCCLUREAdvisorregistration: current employment
Feb 14, 2025 to presentfactForm ADV
← LAWRENCE HOWARD LEVYAdvisorregistration: previous registration
May 6, 2008 to Dec 2, 2010factForm ADV

Affiliated with (1)

← DOMINICK & DOMINICK LLCRegistered adviserother investment adviser
factForm ADV

Controls (1)

← LEVY, LAWRENCE, HOWARDOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 21, 2012 to Mar 20, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Ike Capital, Llc reported RAUM $257.4M, up 64% from $157.3M (2025-11-05 to 2026-03-30)
Form ADVobserved 6 days ago
$100M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c886cb2-5a98-75db-d935-753f4e74aec3
First observed: Mar 21, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IKE CAPITAL, LLC

CRD 132473

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8c886cb2-5a98-75db-d935-753f4e74aec3

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAWRENCE HOWARD LEVY

n/a

Boca Raton, FL | NEW YORK, NY

ANDRE LAMAR MCCLURE

n/a

NEW YORK, NY | New York, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEVY, LAWRENCE, HOWARD

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

09/2004

Mar 21, 2012

Mar 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$257M

$248M

n/a

2024

Mar 20, 2025

$157M

$148M

n/a

2023

Mar 20, 2024

$162M

$150M

n/a

2022

Mar 21, 2023

$149M

$137M

n/a

2021

Mar 22, 2022

$165M

$151M

n/a

2020

Mar 9, 2021

$127M

$113M

n/a

2019

Mar 4, 2020

$125M

$113M

n/a

2018

Mar 7, 2019

$113M

$101M

n/a

2017

Mar 14, 2018

$121M

$108M

n/a

2016

Mar 20, 2017

$118M

$105M

n/a

2015

Mar 8, 2016

$97.3M

$83.5M

n/a

2014

Mar 12, 2015

$111M

$87.8M

n/a

2013

Mar 27, 2014

$98.7M

$76.9M

n/a

2012

Mar 18, 2013

$88.1M

$63.9M

n/a

2011

Mar 21, 2012

$77.3M

$56.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$257M

$157M

63.7%

$149M

20.1%