Sign in Sign up for free

Interglobal Strategic Capital, LLC (Southport)


Interglobal Strategic Capital, LLC is a related adviser based in Southport. It manages $7 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Connecticut.

Interglobal Strategic Capital provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Interglobal Strategic Capital: assets under management

The assets under management (AUM) of Interglobal Strategic Capital, LLC is $7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $700 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Interglobal Strategic Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Southport

The principal office where Interglobal Strategic Capital, LLC performs its advisory services is located at 354 Pequot Avenue, Southport, CT 06890, 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 203-254-7975 or by fax 203-254-7960. The normal business hours are 9:00-5:00 on Monday - Friday.


Registered investment advisers similar to Interglobal Strategic Capital, LLC