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Icapital, LLC

EST. AUM
$1,452,570,340

CONTACTS
1

CLIENT ACCOUNTS
528

Firm Details

Metro area Boston
CRD Number 122816
Website icapllc.us
Client types

Overview

iCapital, LLC—based in Boston—is a boutique RIA serving individuals, high-net-worth clients, pension plans, and charitable organizations. Founded in 1999 and federally registered in 2002, the firm specializes in fiduciary advisory through services such as their “Elite Choice™” retirement plan management, including ERISA 3(38) discretionary solutions and wealth management strategies. Privately owned (80% by Katie A. Umile), iCapital is committed to personalized, ERISA-aligned investment oversight and fiduciary-related services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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