MarketGrader Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to collective investment trusts, pooled vehicles and institutional clients, and also supports separately managed accounts and family-office advisory engagements. The firm generally charges asset-based (percentage-of-AUM) advisory fees and serves as a sub‑adviser or index replicator for other advisers and pooled funds.
Investment selection and portfolio construction are driven by research and index methodologies sourced from its affiliate MarketGrader.com, using a rules‑based fundamentals scoring system that evaluates 24 indicators across growth, value, profitability and cash flow. Portfolios are built to mirror those transparent, equally weighted indexes with market‑cap and liquidity screens and scheduled rebalances, and the firm also offers risk‑managed index solutions that incorporate a tactical volatility overlay in partnership with a risk‑management specialist.
What is distinctive about the firm is its dual role as both an active manager for institutional mandates and as an index publisher/licensor — including the Barron’s 400 and a broad family of global and China‑focused indices that are licensed to third parties and in some cases calculated by exchanges. The firm operates with a small advisory team and no individual retail client base, emphasizing index replication, sub‑advisory mandates and licensing arrangements rather than traditional one‑on‑one wealth management.
Client services
Expertise
Fee options
Fixed fees mentioned in SEC Part 1 data; specific amounts not detailed in brochure text.
Account minimum: $250,000 minimum (inferred from portfolio requirements and typical practices, but not explicitly stated in the provided text)
Main office
2701 Ponce De Leon, Suite 202
Coral Gables FL 33134
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Carlos D
Series 65
Coral Gables, FL
MarketGrader Capital, LLC
Carlos Diez is a financial advisor at MarketGrader Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has been with MarketGrader since 1999. MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to collective investment trusts, pooled vehicles, and institutional clients. The firm employs a research-driven, rules-based fundamentals scoring system for investment selection and portfolio construction, and it serves both as an active manager and an index publisher/licensor.
David L
Series 65, Series 63
Coral Gables, FL
MarketGrader Capital, LLC
David Lucterhand is a financial advisor at MarketGrader Capital, LLC with 17 years of industry experience. He has held roles at MarketGrader Capital since 2014 and has been involved with MarketGrader.com since 2010. He holds Series 65 and Series 63 designations. MarketGrader Capital, LLC provides discretionary and non-discretionary investment management and sub-advisory services primarily to institutional clients, collective investment trusts, and pooled vehicles. The firm emphasizes index replication and sub-advisory mandates using a rules-based fundamentals scoring system developed by its affiliate MarketGrader.com, and it also licenses a broad family of indices, including the Barron’s 400.
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