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Lititz, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Microcapclub Llc | Lititz | PA | 01/2011 | Present |
| Intelligent Fanatics Llc | Newfield | NY | 06/2016 | Present |
| Intelligent Fanatics Capital Management Llc | Lititz | PA | 09/2018 | Present |
MicroCapClub, LLC (Position: Founder - Co-Owner) is an exclusive forum for experienced microcap investors focused on microcap companies in the United States, Canada, United Kingdom, and Australia. The start date of this business was January 2011. Ian founded the business to be a tool and resource for his personal investing and has now grown into something that hundreds of other investors enjoy. MicroCapClub is considered to be one of the premier brands in the microcap ecosystem. MicroCapClub is still a primary tool Ian uses to find microcap opportunities and is additive to his investment process. Ian devotes 20 - 40 hours per month to MicroCapClub LLC. Intelligent Fanatics LLC (Position: Co-Owner) is a company that studies and provides insight into world leaders and their corresponding organizations. Ian co-founded Intelligent Fanatics LLC to help fine tune his qualitative lens for investing. Charlie Munger first used the term "intelligent fanatic" to describe an exceptional business builder. Ian Cassel and Sean Iddings co-authored two books highlighting 17 relatively unknown intelligent fanatics. Through these books, case studies, online courses, and active research community they help to share invaluable intelligent fanatic lessons and principles. Ian devotes 10-20 hours per month to Intelligent Fanatics LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-08 |
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