|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| iCapital LLC
✚
|
|
|---|---|
| CRD # | 122816 |
| SEC # | 801-61527 |
| CIK # | |
| AUM | $1.2 B (2025-04-10) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 617-542-8700 |
| Address | 62 Plympton Street Boston, MA 02118 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 36.0 |
| (b) Individuals (high net worth individuals) | 61 | 171.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 36 | 1,035.3 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 503 | 1,242.9 |
| By Discretionary | ||
| Discretionary | 499 | 1,242.6 |
| Non-Discretionary | 4 | 0.3 |
| Total | 503 | 1,242.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,242.9 | |
| Total | 503 | 1,242.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Advisors Ltd LLC
✚
|
OH | 1.2 |
|
Burton Enright Welch
✚
|
CA | 1.2 |
|
Sheets Smith Wealth Management
✚
|
NC | 1.2 |
|
Chadds Ford Wealth Partners LLC
✚
|
PA | 1.2 |
|
PGIM DC Solutions LLC
✚
|
NJ | 1.2 |
|
Capital Creek Partners LLC
✚
|
TX | 1.2 |
|
Anderson Hoagland & Co
✚
|
MO | 1.2 |
|
Fourstar Wealth Advisors LLC
✚
|
IL | 1.2 |
|
Versant Capital Management Inc
✚
|
AZ | 1.2 |
|
Inspirion Wealth Advisors LLC
✚
|
IL | 1.2 |