Insights

Niche Focus MarketGrader Capital specializes in disciplined global equity index investing using a GARP framework and the MarketGrader Indexes, presenting a targeted opportunity to offer partner solutions tailored to asset managers and advisory firms seeking specialized index products.

Licensed Index Access The firm licenses MarketGrader Indexes including the Barron’s 400 Index, positioning potential partnerships for distribution arrangements, ETF/managed product integrations, and white-label indexing opportunities.

Regulatory Readiness As a Florida registered investment adviser with documented Form ADV Part 2 disclosures, MarketGrader Capital presents a compliant client prospect for advisory services, outsourced CIO arrangements, and due diligence collaboration with sponsor firms and family offices.

Technology Footprint Utilizes modern tech stack (Google Workspace, Analytics, Tag Manager, Apache/Nginx) which suggests openness to vendor integrations, data visualization, reporting enhancements, and cybersecurity services to support scalable growth.

Growth Profile Revenue in the 1M–10M range with a lean team indicates potential demand for cost-effective SaaS, performance analytics, risk management, and consulting services to expand product offerings, distribution capabilities, and regulatory-compliant operations.

MarketGrader Capital, LLC Tech Stack

MarketGrader Capital, LLC uses 8 technology products and services including Google Workspace, Google Fonts API, Ubuntu, and more. Explore MarketGrader Capital, LLC's tech stack below.

  • Google Workspace
    Email
  • Google Fonts API
    Font Scripts
  • Ubuntu
    Operating Systems
  • Google Tag Manager
    Tag Management
  • Google Search Console
    Web Analytics
  • Nginx
    Web Servers
  • Apache
    Web Servers
  • FlexSlider
    Widgets

MarketGrader Capital, LLC's Email Address Formats

MarketGrader Capital, LLC uses at least 1 format(s):
MarketGrader Capital, LLC Email FormatsExamplePercentage
First@marketgradercapital.comJohn@marketgradercapital.com
100%

Frequently Asked Questions

What is MarketGrader Capital, LLC's official website and social media links?

Minus sign iconPlus sign icon
MarketGrader Capital, LLC's official website is marketgradercapital.com and has social profiles on LinkedIn.

How much revenue does MarketGrader Capital, LLC generate?

Minus sign iconPlus sign icon
As of August 2026, MarketGrader Capital, LLC's annual revenue is estimated to be $1M - $10M.

What is MarketGrader Capital, LLC's SIC code NAICS code?

Minus sign iconPlus sign icon
MarketGrader Capital, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does MarketGrader Capital, LLC have currently?

Minus sign iconPlus sign icon
As of August 2026, MarketGrader Capital, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Founder & Ceo: C. D.Managing Director & Chief Compliance Officer: D. C. L.Managing Director: B. L.. Explore MarketGrader Capital, LLC's employee directory with LeadIQ.

What industry does MarketGrader Capital, LLC belong to?

Minus sign iconPlus sign icon
MarketGrader Capital, LLC operates in the Investment Management industry.

What technology does MarketGrader Capital, LLC use?

Minus sign iconPlus sign icon
MarketGrader Capital, LLC's tech stack includes Google WorkspaceGoogle Fonts APIUbuntuGoogle Tag ManagerGoogle Search ConsoleNginxApacheFlexSlider.

What is MarketGrader Capital, LLC's email format?

Minus sign iconPlus sign icon
MarketGrader Capital, LLC's email format typically follows the pattern of First@marketgradercapital.com. Find more MarketGrader Capital, LLC email formats with LeadIQ.

When was MarketGrader Capital, LLC founded?

Minus sign iconPlus sign icon
MarketGrader Capital, LLC was founded in 2012.
MarketGrader Capital, LLC logo

MarketGrader Capital, LLC

Investment ManagementFlorida, United States2-10 Employees

MarketGrader Capital, LLC is an investment management firm based in Coral Gables, Florida, founded in 2012 and led by founder Carlos Diez. The company offers disciplined global equity index investing guided by company fundamentals and a growth at a reasonable price philosophy, aiming for long-term capital appreciation through smart index strategies that focus on financially healthy companies. It maintains exclusive rights to MarketGrader Indexes and publishes the Barron’s 400 Index, which is tracked by the Barron’s 400 ETF, while also providing risk-managed strategies and a suite of advisory, asset management, and research services to fund sponsors, institutions, family offices, and separately managed accounts domestically and abroad. MarketGrader Capital operates as an independent registered investment adviser and serves clients through discretionary and non-discretionary accounts, with additional details available on Form ADV Part 2 filed with the SEC.

Section iconCompany Overview

SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2012
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    MarketGrader Capital, LLC's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    MarketGrader Capital, LLC's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.