RIA Intelligence

INVESTOR'S CAPITAL MANAGEMENT, LLC

CRD #141060 SEC #801-66929 MENLO PARK, CA 866 966 9291
SEC Registered
Total AUM
$170.1M
Discretionary
$162.7M
Employees
4
Clients
51
Accounts
421

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 30, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
CRAY, JENNIFER, HILARYIMANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIPARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
SCHATZ, JULIE, ANNIMANAGING MEMBER, PARTNERD Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CHAMBERS, RICHARD, CRAFTONIPARTNERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
CRAY, JENNIFER, HILARYIPARTNER, CHIEF COMPLIANCE OFFICERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control
SCHATZ, JULIE, ANNIPARTNERC Control

Registrations

Federal

IA
May 30, 2023 REGISTERED

Notice Filings (3)

CA NV TX

Address

1100 ALMA STREET, SUITE 200
MENLO PARK, CA 94025
United States
Phone: 866 966 9291