MarketGrader Capital, LLC Employee Directory

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.

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