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ICAPITAL, LLC
CRD 122816 · SEC 801-61527
62 PLYMPTON STREET, BOSTON, MA, 02118, United States
Phone
(617)542-8700
Fax
(617)542-8707
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.45B
Discretionary AUM
$1.45B
Team
9 total employees; 6 advisory reps; 220 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingINVESTMENT MANAGEMENT FOR QUALIFIED PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $45.2M |
| High net worth individuals | 60 | $199.1M |
| Pension/profit sharing plans | 39 | $1.21B |
| Charitable organizations | 1 | $720K |
States served
CA, CO, ME, MA, NJ, NY, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD