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IL

Itai R. Liptz

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CRD#: 7379818
IL

Professional summary

Itai Royi Liptz was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Itai is a previously registered financial professional and started their career in finance in 2021. Prior to being barred, Itai had worked at 1 firm, which includes RIMAR CAPITAL LLC.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Itai Liptz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Itai Liptz is an associated person and member registered with the National Futures Association. 2) RIMAR Capital Limited Partnership; Is the business investment related: Yes; Location: 77 Barnes Court Stanford California 94305 United States of America; Description: The LP is an entity setup to be a Commodity Pool Operator, currently licensed as a CPO and NFA Member with the NFA. To date it is inactive, the structure may change in the future and this entity may no longer be used.; Position Title: CEO; Founder; GP; Responsibilities Duties: Day to Day Operations, Compliance; Start date: 2022-02-10; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

June 10, 2021 - June 2, 2025

RIMAR CAPITAL LLC

RIA
CRD#: 312419
BURLINGAME, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/1/2020
Uniform Investment Adviser Law Examination

Current Firm

RC
RIMAR CAPITAL LLC
RIMAR CAPITAL | RIMAR CAPITAL LLC

CRD#: 312419 / SEC#:

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Contact information

Main Address
Burlingame, CA
Mailing Address
Phone number
(650) 505-6967
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts50
AUM (Assets Under Management)$ 3,941,317

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RIMAR CAPITAL LLC

CRD#: 312419

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