ICAPITAL, LLC

Overview

Icapital, LLC is an independent registered investment adviser that acts as a capital allocator for both high‑net‑worth individuals and institutional clients. The firm combines fee models—percentage of AUM and fixed fees—across financial planning and portfolio management services for individuals, small businesses, larger business and institutional clients, and provides pension consulting services. Icapital’s public market approach centers on pooled vehicles rather than concentrated individual stock portfolios: public funds and mutual funds represent the dominant portion of its investable assets, while the firm also allocates client capital to third‑party alternative managers in targeted sectors. Investment activity shows a clear preference for delegated management through mutual funds and external managers. That structure supports efficiency for multi‑account households and institutional mandates and lets Icapital layer in alternative exposure (real estate, commodities, oil & gas) via external fund managers rather than large-scale direct operating platforms. The firm does not position itself as an ESG‑focused investor in its reported disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices