Capital Ideas, LLC
● SEC registered since 2006CRD 114352SEC# 801-66816Dallas, TX
Reg. AUM
$336.2M
Employees
5
Accounts
270
Location
Dallas, TX
Capital Ideas, LLC assets under management
Capital Ideas, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2006. It reports $336.2 million in regulatory assets under management and employs 5 people.
Capital Ideas, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alpha Capital Dallas, LLC Control | Shareholder | Over 75% | 2021 |
| Andrew Peter Kerai Control | Chairman/Chief Compliance Officer | Under 5% | 2021 |
| Clifford John Brott | Chairman Emeritus | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Capital Ideas, LLC manage?
Capital Ideas, LLC reports $336.2 million in regulatory assets under management on its Form ADV.
How many employees does Capital Ideas, LLC have?
Capital Ideas, LLC reports 5 employees.
Where is Capital Ideas, LLC located?
Capital Ideas, LLC is based in Dallas, TX and has been SEC-registered since 2006.
Does Capital Ideas, LLC disclose fund performance?
Capital Ideas, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12720 Hillcrest Rd, Suite 910, Dallas, TX 75230 |
| Phone | 214-750-4400 |
| Fax | 214-691-9822 |
| Office hours | M-Thu: 8-4; Fri: 8-3 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$336.2M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$336.2Mregulatory AUM
Discretionary $334.2MNon-discretionary $2M