| 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 |
Capital Ideas, Inc. reports $277 million in regulatory assets under management on its Form ADV.
Capital Ideas, Inc. reports 7 employees.
Capital Ideas, Inc. is based in Dallas, TX and has been SEC-registered since 2006.
Capital Ideas, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $277M |
| Non-discretionary | $0 |
| Total (RAUM) | $277M |