ICAPITAL, LLC

CRD 122816File 801-61527

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.45B

Above cohort median (national)

Discretionary AUM

$1.45B

Non-discretionary $390K

Clients

220

528 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Oct 18, 2002
Principal office: 62 PLYMPTON STREET, BOSTON, MA, 02118
Phone: (617)542-8700
Website: HTTP://WWW.ICAPITALFORME.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.45B
Discretionary AUM: $1.45B
Non-discretionary AUM: $390K
Discretionary accounts: 524
Non-discretionary accounts: 4
Total accounts: 528
AUM per client: $6.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$720K
High net worth individuals	60	$199.1M
Pension and profit sharing plans	39	$1.21B
Individuals (other than high net worth individuals)	120	$45.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.