CAPITAL IDEAS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 114352). Regulatory assets under management: $336.2M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| James Jacobson | MEMBER | Santa Monica, CA |
| Clifford John Brott | CHAIRMAN EMERITUS | — |
| Karen Rayburn Burns | PRESIDENT | — |
| Andrew Peter Kerai | CHAIRMAN/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| BROTT CLIFFORD JOHN | CHAIRMAN/CEO; CHAIRMAN EMERITUS; PRESIDENT | — |
| BURNS KAREN RAYBURN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; VP AND CHIEF COMPLIANCE OFFICER | — |
| BEST CHARLES MCCOMBER | EXECUTIVE VP | — |
| GENDLER STEVEN HERBERT | SENIOR VICE PRESIDENT | — |
| JACOBSON ANDREW JAMES | MEMBER | — |
| KERAI ANDREW PETER | CHAIRMAN; CHAIRMAN/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| HALPERN PELEG | MEMBER | — |