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ICAPITAL, LLC

BOSTON, MA · CRD 122816 · IAPD ↗ · icapitalforme.com · (617)542-8700

$1.45BRegulatory AUM
6Advisory reps
9Employees
220Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
April 2024 — ICAPITAL, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
85
April 2024 — ICAPITAL, LLC crossed $1B in regulatory AUM ($958.5M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.