IA CAPITAL GROUP, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 129122
- Registered since
- April 2, 2012
Firm profile
FINTRXOverview
IA Capital Group, Inc. is a corporate-structured investment adviser that operates primarily as a private fund manager rather than a retail wealth manager. Registered as an adviser in 2012 and owned at the individual level, the firm does not report a retail client base or multi-state advisory activity and is not identified as an active ESG investor or a capital allocator. Its registered classification is unclassified, and its public filings link it to other investment-adviser activity and an insurance company, indicating a corporate footprint focused on pooled investment vehicles and institutional relationships. Investment activity centers on managing private funds, with operations and reporting consistent with a manager that raises and runs venture capital pools. The absence of reported advisory clients points to a business model built around fund management and limited partners instead of individual advisory accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2ANDREW LERNER
Managing PartnerCRD 1735498
RICHARD VITON
Senior AdvisorCRD 2091013
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 122 E 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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