# ICAPITAL, LLC

ICAPITAL, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 122816
- Type: SEC-registered investment adviser
- SEC file number: 801-61527
- Location: 62 PLYMPTON STREET, BOSTON, MA, 02118
- Phone: (617)542-8700
- Latest filing: 2026-03-30
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $390K
- Clients: 9
- Accounts: 528

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Katie Ann Umile | CEO/MANAGER/CHIEF COMPLIANCE OFFICER | — |
| Richard C Umile | MEMBER | — |
| Rosemary Umile | MEMBER | — |
| UMILE KATIE ANN | CEO/MANAGER/CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/MANAGER | — |
| WELLER C DAVID | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| UMILE RICHARD C | MEMBER | — |
| SENTNOR RICHARD S | CHIEF FINANCIAL OFFICER | — |
| SHIPMAN JEFFREY PAUL | EXECUTIVE VICE PRESIDENT | — |
| THOMSON KATHARINE | CHIEF OPERATING OFFICER | — |
| UMILE ROSEMARY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122816/similar
- Related entities: https://search.stillhousedata.com/firm/122816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122816

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.