IRA CAPITAL MANAGEMENT, LLC
Adviser information for IRA CAPITAL MANAGEMENT, LLC last updated from Form ADV on June 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 22 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $150.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $150.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $150.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-127279 |
|---|---|
| SEC ERA File Number | 801-127279 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324554 |
| Legal Entity Identifier | None |
Principal Office
3121 MICHELSON DRIVE, SUITE 500IRVINE
CA
United States
Monday - Friday, 8 AM TO 6 PM
Tel: 949-258-7408, Fax: 949-861-6554
Chief Compliance Officer
AMER MALAS
3121 MICHELSON DR SUITE 500
IRVINE
CA
United States
Tel:
949.258.7408
A*****@*************M
(Full email address available in API data)
Regulatory Contact
DANIELLE BALL
DIRECTOR OF INVESTOR RELATIONS
3121 MICHELSON DRIVE
SUITE 500
IRVINE
CA
United States
Tel:
9492587411
D****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| IRA HEALTHCARE REAL ESTATE FUND, L.P. | Real Estate Fund | $0.0M | $0.1M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ELKASM, AMER, FARID | Individual | – | PARTNER | 12/2022 | 25-50% |
| Malas, Mohannad | Individual | – | PARTNER | 12/2022 | 10-25% |
| Gangwal, Jay | Individual | – | PARTNER | 12/2022 | 25-50% |
| Patel, Samir | Individual | – | PARTNER | 12/2022 | 25-50% |
| Malas, Amer | Individual | – | CCO | 12/2022 | 5-10% |