ICAPITAL, LLC
SEC RegisteredWe succeed only when you do.
About the firm
As an SEC Registered Investment Adviser, iCapital provides comprehensive, fee-based asset management and consulting services to qualified retirement plans, foundations, endowments and individual investors. Their mission is to partner with clients to help them achieve their financial goals through objective asset allocation and management, acting as an acknowledged fiduciary.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive, fee-based asset management and consulting services, including objective asset allocation and management
Who they serve
Qualified retirement plans, foundations, endowments and individual investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 120 | $45M |
| High Net Worth Individuals | 60 | $199M |
| Charitable Organizations | 39 | $1.2B |
| State/Municipal Entities | 1 | — |
220 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 0-$300,000 | 1.25% |
| $300,001-$600,000 | 1.15% |
| $600,001-$1,000,000 | 1.00% |
| $1,000,001-$3,000,000 | 0.95% |
| $3,000,001 and above | 0.85% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ICAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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