Company Overview
- Headquarters
- 62 Plympton Street, Boston MA
- Website
- icapllc.us
- ku****@icapllc.us
- Phone
- (617) 542-8700
- Employees
- 25
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is iCapital
iCapital is a fiduciary consultant based in Boston, Massachusetts, employing 25 individuals. The firm specializes in providing comprehensive, fee-based investment management and high-touch service to qualified retirement plans. iCapital's services are tailored to meet the specific needs of clients, offering access to a range of financial, ERISA, and technology resources. Their investment philosophy is grounded in the principles of Modern Portfolio Theory, aiming to achieve the optimal rate of return for a given level of risk. The firm operates with three core principles: independence, integrity, and innovation. These principles guide all of their practices, including the management of client assets. iCapital's commitment to fiduciary excellence is evidenced by their recent CEFEX certification, an independent global assessment and certification organization. To learn more about iCapital's services or to discuss your retirement plan needs, please visit their website at icapllc.us.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |