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Icapital, LLC

● SEC registered since 2002CRD 122816SEC# 801-61527Boston, MA
Export (members)
Reg. AUM
$1.24B
Employees
9
Accounts
503
Location
Boston, MA

Icapital, LLC assets under management

Icapital, LLC is an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2002. It reports $1.2 billion in regulatory assets under management and employs 9 people.
www.icapitalforme.comView on SEC.gov ↗

Icapital, LLC owners & executives

3 reported
NameTitleOwnershipSince
Katie Ann Umile ControlCeo/Manager/Chief Compliance OfficerOver 75%2002
Richard C Umile ControlMember10-25%2003
Rosemary Umile ControlMember10-25%2007

Frequently asked questions

How much does Icapital, LLC manage?

Icapital, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Icapital, LLC have?

Icapital, LLC reports 9 employees.

Where is Icapital, LLC located?

Icapital, LLC is based in Boston, MA and has been SEC-registered since 2002.

Does Icapital, LLC disclose fund performance?

Icapital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address62 Plympton Street, Boston, MA 02118
Phone(617)542-8700
Fax(617)542-8707
Office hours9:00a.m.-4:30p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.24B
Non-discretionary$341K
Total (RAUM)$1.24B