|
⚲
|
| Keyboard |
| iCapital LLC
✚
|
|
|---|---|
| CRD # | 122816 |
| SEC # | 801-61527 |
| CIK # | |
| AUM | 1,452.6 M (2026-03-30) |
| Employees | 9 (67% 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) | 120 | 45.2 |
| (b) Individuals (high net worth individuals) | 60 | 199.1 |
| (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 | 39 | 1,207.6 |
| (h) Charitable organizations | 1 | 0.7 |
| (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 | 528 | 1,452.6 |
| By Discretionary | ||
| Discretionary | 524 | 1,452.2 |
| Non-Discretionary | 4 | 0.4 |
| Total | 528 | 1,452.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,452.6 | |
| Total | 528 | 1,452.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 220 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aerodigm Wealth LLC
✚
|
OR | 1,463.2 M |
|
Forge Financial Services LLC
✚
|
OK | 1,457.4 M |
|
Redhawk Wealth Advisors Inc
✚
|
MN | 1,456.2 M |
|
Alpine Private Capital LLC
✚
|
MO | 1,453.5 M |
|
Valley Wealth Strategies LLC
✚
|
CA | 1,447.8 M |
|
Apollon Financial LLC
✚
|
SC | 1,447.0 M |
|
Haven Global Partners LLC
✚
|
GA | 1,445.4 M |
|
Campbell Newman Asset Management Inc
✚
|
WI | 1,442.4 M |
|
Fusion Family Wealth LLC
✚
|
NY | 1,441.4 M |
|
Spirepoint Private Client LLC
✚
|
FL | 1,440.0 M |