ICAPITAL, LLC
CRD #122816 SEC #801-61527 BOSTON, MA (617)542-8700
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
9
Clients
0
Accounts
503
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.2B | $1.2B | $341.1K | 9 | 0 |
| Mar 2024 | $1.1B | $1.1B | $280.3K | 9 | 0 |
| Mar 2023 | $958.5M | $958.2M | $325K | 10 | 1 |
| Mar 2022 | $1.1B | $1.1B | $2M | 10 | 1 |
| Mar 2021 | $848.2M | $846.7M | $1.5M | 11 | 1 |
| Jun 2020 | $691.1M | $689.3M | $1.8M | 11 | 1 |
| Jun 2020 | $691.1M | $689.3M | $1.8M | 11 | 1 |
| Mar 2020 | $691.1M | $689.3M | $1.8M | 11 | 1 |
| Mar 2019 | $590.2M | $587.5M | $2.7M | 8 | 1 |
| Mar 2018 | $587M | $584.5M | $2.6M | 8 | 1 |
| Mar 2017 | $480.3M | $474.9M | $5.4M | 8 | 200 |
| Mar 2016 | $398.5M | $390.8M | $7.7M | 8 | 200 |
| Mar 2015 | $389.4M | $383.7M | $5.7M | 8 | 244 |
| Mar 2014 | $352M | $343.7M | $8.3M | 10 | 300 |
| Mar 2014 | $352M | $343.7M | $8.3M | 10 | 300 |
| Mar 2013 | $311.4M | $302.4M | $9.1M | 7 | 400 |
| Jan 2013 | $278.3M | $244.6M | $33.7M | 7 | 400 |
| Oct 2012 | $278.3M | $244.6M | $33.7M | 6 | 400 |
| Oct 2012 | $278.3M | $244.6M | $33.7M | 6 | 400 |
| Apr 2012 | $278.3M | $244.6M | $33.7M | 6 | 400 |
| Apr 2012 | $278.3M | $244.6M | $33.7M | 6 | 400 |
| Apr 2011 | $184.1M | $158.1M | $26M | 10 | -- |
| Mar 2011 | $184.1M | $158.1M | $26M | 10 | -- |
| Oct 2010 | $241.7M | $203.9M | $37.8M | 10 | -- |
| Apr 2010 | $241.7M | $203.9M | $37.8M | 10 | -- |
| Mar 2008 | $135.1M | $118.9M | $16.3M | -- | -- |
| Apr 2007 | $150.3M | $105M | $45.3M | 10 | -- |
| Mar 2007 | $150.3M | $105M | $45.3M | 10 | -- |
| Mar 2007 | $150.3M | $105M | $45.3M | 10 | -- |
| Mar 2006 | $88.6M | $44.6M | $44M | 5 | -- |
| Mar 2004 | $63.5M | $16.7M | $46.9M | -- | -- |
| Oct 2003 | $48.9M | $11.9M | $37M | -- | -- |
DateApr 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$341.1K
Employees9
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$280.3K
Employees9
Clients0
DateMar 2023
Total AUM$958.5M
Discretionary$958.2M
Non-Disc.$325K
Employees10
Clients1
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2M
Employees10
Clients1
DateMar 2021
Total AUM$848.2M
Discretionary$846.7M
Non-Disc.$1.5M
Employees11
Clients1
DateJun 2020
Total AUM$691.1M
Discretionary$689.3M
Non-Disc.$1.8M
Employees11
Clients1
DateJun 2020
Total AUM$691.1M
Discretionary$689.3M
Non-Disc.$1.8M
Employees11
Clients1
DateMar 2020
Total AUM$691.1M
Discretionary$689.3M
Non-Disc.$1.8M
Employees11
Clients1
DateMar 2019
Total AUM$590.2M
Discretionary$587.5M
Non-Disc.$2.7M
Employees8
Clients1
DateMar 2018
Total AUM$587M
Discretionary$584.5M
Non-Disc.$2.6M
Employees8
Clients1
DateMar 2017
Total AUM$480.3M
Discretionary$474.9M
Non-Disc.$5.4M
Employees8
Clients200
DateMar 2016
Total AUM$398.5M
Discretionary$390.8M
Non-Disc.$7.7M
Employees8
Clients200
DateMar 2015
Total AUM$389.4M
Discretionary$383.7M
Non-Disc.$5.7M
Employees8
Clients244
DateMar 2014
Total AUM$352M
Discretionary$343.7M
Non-Disc.$8.3M
Employees10
Clients300
DateMar 2014
Total AUM$352M
Discretionary$343.7M
Non-Disc.$8.3M
Employees10
Clients300
DateMar 2013
Total AUM$311.4M
Discretionary$302.4M
Non-Disc.$9.1M
Employees7
Clients400
DateJan 2013
Total AUM$278.3M
Discretionary$244.6M
Non-Disc.$33.7M
Employees7
Clients400
DateOct 2012
Total AUM$278.3M
Discretionary$244.6M
Non-Disc.$33.7M
Employees6
Clients400
DateOct 2012
Total AUM$278.3M
Discretionary$244.6M
Non-Disc.$33.7M
Employees6
Clients400
DateApr 2012
Total AUM$278.3M
Discretionary$244.6M
Non-Disc.$33.7M
Employees6
Clients400
DateApr 2012
Total AUM$278.3M
Discretionary$244.6M
Non-Disc.$33.7M
Employees6
Clients400
DateApr 2011
Total AUM$184.1M
Discretionary$158.1M
Non-Disc.$26M
Employees10
Clients--
DateMar 2011
Total AUM$184.1M
Discretionary$158.1M
Non-Disc.$26M
Employees10
Clients--
DateOct 2010
Total AUM$241.7M
Discretionary$203.9M
Non-Disc.$37.8M
Employees10
Clients--
DateApr 2010
Total AUM$241.7M
Discretionary$203.9M
Non-Disc.$37.8M
Employees10
Clients--
DateMar 2008
Total AUM$135.1M
Discretionary$118.9M
Non-Disc.$16.3M
Employees--
Clients--
DateApr 2007
Total AUM$150.3M
Discretionary$105M
Non-Disc.$45.3M
Employees10
Clients--
DateMar 2007
Total AUM$150.3M
Discretionary$105M
Non-Disc.$45.3M
Employees10
Clients--
DateMar 2007
Total AUM$150.3M
Discretionary$105M
Non-Disc.$45.3M
Employees10
Clients--
DateMar 2006
Total AUM$88.6M
Discretionary$44.6M
Non-Disc.$44M
Employees5
Clients--
DateMar 2004
Total AUM$63.5M
Discretionary$16.7M
Non-Disc.$46.9M
Employees--
Clients--
DateOct 2003
Total AUM$48.9M
Discretionary$11.9M
Non-Disc.$37M
Employees--
Clients--