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Issued to:
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iCapital, LLC
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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Participant directed retirement plans - ERISA 3(38) and 3(21) Elite Choice™ Services and Elite Wealth Management discretionary and non-discretionary asset management services.
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Date of Current Registration:
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2022.10.02
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Date of Initial Registration:
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2010.10.02
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CEFEX file:
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CFX10121
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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