Icapital, LLC
● SEC registered since 2002CRD 122816SEC# 801-61527Boston, MA
Reg. AUM
$1.45B
Employees
9
Accounts
528
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 $1.5 billion in regulatory assets under management and employs 9 people.
Icapital, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katie Ann Umile Control | Ceo/Manager/Chief Compliance Officer | Over 75% | 2002 |
| Richard C Umile Control | Member | 10-25% | 2003 |
| Rosemary Umile Control | Member | 10-25% | 2007 |
Frequently asked questions
How much does Icapital, LLC manage?
Icapital, LLC reports $1.5 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
| Address | 62 Plympton Street, Boston, MA 02118 |
| Phone | (617)542-8700 |
| Fax | (617)542-8707 |
| Office hours | 9:00a.m.-4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.45B▲ 17%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.45Bregulatory AUM
Discretionary $1.45BNon-discretionary $390K