1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ICAPITAL, LLC

Map pinBOSTON, MA
Phone(617)542-8700
NotebookSEC #801-61527
Total AUM
$1.5B
Employees
9
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
62 PLYMPTON STREET
BOSTON
MA 02118
United States
Operating Hours
9:00AM-4:30PM
Monday - Friday
Phone
(617)542-8700

ReceiptFinancials

Total AUM
$1.5B
Accounts
528
Discretionary
$1.5B
Accounts
524
Non-Discretionary
$390.5K
Accounts
4

ContactClients

View more in analytics →

Individual Clients
120
AUM
$45.2M
HNW Individual Clients
60
AUM
$199.1M
Pension/Profit Sharing Plan Clients
39
AUM
$1.2B
Charitable Organization Clients
1
AUM
$719.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT MANAGEMENT FOR QUALIFIED PLANS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMENHNJNYRITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account