Issued to:
iCapital, LLC
62 Plympton St., Boston, MA, 02118, United States
which has demonstrated its conformity to all Practices for:
Investment Advisor Certification
Click to view practices
for the following Program:
Participant directed retirement plans - ERISA 3(38) and 3(21) Elite Choiceâ„¢ Services and Elite Wealth Management discretionary and non-discretionary asset management services.
Date of Current Registration: 2023.10.02
Date of Initial Registration: 2010.10.02
CEFEX file: CFX10121

On behalf of the CEFEX Registration Committee

David Vriesenga
Chief Rating Officer