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KARLOV STREET CAPITAL, LLC

433 Plaza Real
Suite 275
Boca Raton, Florida 33432
Tel: 847-503-9393

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About KARLOV STREET CAPITAL, LLC

KARLOV STREET CAPITAL, LLC, formally registered with the SEC as KARLOV STREET CAPITAL, LLC. The firm was established in 07/28/2023. They have over 1 offices throughout the country.

KARLOV STREET CAPITAL, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $257,153,982 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288910
SEC#801-128419
Assets Managed by Firm$257,153,982
No. of Clients26
No. of Advisors3

Fee Structure

  • Performance Based
  • Other (ADMINISTRATION FEES, CONTRIBUTION FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total26$257,153,982

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