Idb Capital Corp. (New York)

Name: Idb Capital Corp.
Address: 511 Fifth Avenue, New York, NY, 10017
Telephone: 212-551-8729

Idb Capital Corp. is a large advisory firm based in New York. It manages $32.58 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Florida, New Jersey, and New York.

Idb Capital Corp provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Idb Capital Corp: assets under management

The assets under management (AUM) of Idb Capital Corp. is $32.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.58 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Idb Capital Corp. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Idb Capital Corp.

Julio Berger has been acting as President since 1 Feb 2002. Gregory Patrick Jr Bodkin joined the executive team most recently as the Vice President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Israel Discount Bank Of New York	Sole shareholder	1 Nov 2000	75% - 100%	13-5596781
Haim Emanuel Barziv	Director	1 Nov 2000	Other	4305543
Patrick Joseph Marron	Finop	1 Jan 2001	Other	1170673
Julio Berger	Director	1 Feb 2002	Other	4306914
Thomas A Oneill	Chief compliance officer	1 Feb 2006	Other	2312416
Alexandra Lebenthal	President/ceo/director/municipal securities pricipal	1 Oct 2006	Other	1638099
Paula Frances Costagliola	General securities principal	1 Oct 2006	Other	2008367
Paula Frances Costagliola	Managing director, operations and administration	1 Feb 2007	Other	2008367
Michael Stephen Ii Dobbs	Chief compliance officer	1 Aug 2007	Other	4482083
Stephen Christopher Reilly	President and director	1 Sep 2007	Other	2974009
Irving Adams	Vice president and chief compliance officer	1 Mar 2008	Other	1433264
David (Nmn) Cohen	Director	1 Mar 2008	Other	2571685
Thomas Patrick Kehrer	Treasurer and director	1 Mar 2008	Other	xxx-xx-xxxx
Reuven Avraham Spiegel	Director	1 Mar 2008	Other	xxx-xx-xxxx
Michael Goldstein	Chairman of the board of directors	1 Mar 2008	Other	xxx-xx-xxxx
Julie Copeland	General counsel	1 Mar 2008	Other	xxx-xx-xxxx
John William Kropf	Chief compliance officer of idb asset management	1 Jun 2008	Other	1514349
Gregory Patrick Jr Bodkin	Vice president and chief compliance officer	1 Sep 2008	Other	3008389

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Discount Bancorp.	Shareholder	1 Nov 2000	75% - 100%	13-4100094
Israel Discount Bank Limited	Shareholder	1 Nov 2000	75% - 100%	foreign
State Of Israel	Shareholder	1 Nov 2000	50% - 75%	foreign

Based in New York

The principal office where Idb Capital Corp. performs its advisory services is located at 511 Fifth Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-551-8729 or by fax 212-551-8169. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.idbcapital.com.