# IKE Capital

IKE Capital is a Bank / Wealth / Trust based in Roslyn, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Roslyn, United States
- **Region:** North America
- **Address:** Roslyn, NY, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** ikecapital.com
- **LinkedIn:** https://www.linkedin.com/company/ike-capital

## Regulatory record

- **CRD number:** 132473
- **SEC file number:** 801-63415
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132473

## About

IKE Capital was founded in 2004 by Ari I. Kauftheil and is headquartered in Roslyn, New York. The firm operates as a registered investment advisor providing asset management, financial planning, and portfolio management services to individuals, high-net-worth families, trusts, estates, and corporations. Its structure reflects a classic RIA model centered on discretionary mandates rather than proprietary fund products. The firm constructs bespoke portfolios across public equities, fixed income, and alternative investments when suitable for client mandates. Its documentation emphasizes planning-led asset allocation and direct client relationships, which limits structural conflicts and aligns the firm's fee structure with ongoing advisory. IKE Capital maintains its sole office on Long Island and serves a concentrated book of client relationships from that location. The firm has not disclosed aggregate assets under management or personnel headcount. No adjacent philanthropic vehicles, club memberships, or subsidiary operating companies have been identified in public filings. Structurally, IKE Capital reflects a persistent model in US wealth management: the independent, founder-led RIA with a single office and a bespoke client book. This architecture avoids the balance-sheet risk and product-placement incentives of a bank-affiliated trust department while retaining the discretion to allocate across asset classes and vehicle types directly for each client.

## People

- Ari I. Kauftheil — Founder & Managing Principal

## Questions

### Does IKE Capital manage proprietary funds or pooled vehicles?

There is no public evidence that IKE Capital sponsors commingled funds or pooled investment vehicles. The firm's disclosures point toward separately managed accounts using direct securities and third-party strategies, which positions it as a discretion-led allocator rather than a fund manager.

## Related profiles

- [IKB Deutsche Industriebank](https://altss.com/profile/ikb-deutsche-industriebank)
- [IKEA Foundation](https://altss.com/profile/ikea-foundation)

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Last updated: 2026-08-11T02:43:31.692Z

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