Firm profile

KARLOV STREET CAPITAL, LLC

BOCA RATON, FLCRD 288910Latest ADV March 25, 2026

Karlov Street Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 25, 2026, reports $251M in regulatory assets under management, 4 employees, and 30 accounts.

Assets Under Management
$251M
Employees
4
Offices
--
Total Clients
30
Primary office
BOCA RATON, FL
155 E BOCA RATON RD, SUITE 411, BOCA RATON, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOKeith J. Shapiro
CCOJacob L. Shapiro

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
30

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$251Mas of March 25, 2026
Discretionary100.0%
$251M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$251M
Total Accounts30
10Y AUM Change+$63M (+33.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee8:1
10Y Employee Change+1 (+33.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.