IA CAPITAL GROUP, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
129122
Registered since
April 2, 2012

Firm profile

FINTRX

Overview

IA Capital Group, Inc. is a corporate-structured investment adviser that operates primarily as a private fund manager rather than a retail wealth manager. Registered as an adviser in 2012 and owned at the individual level, the firm does not report a retail client base or multi-state advisory activity and is not identified as an active ESG investor or a capital allocator. Its registered classification is unclassified, and its public filings link it to other investment-adviser activity and an insurance company, indicating a corporate footprint focused on pooled investment vehicles and institutional relationships. Investment activity centers on managing private funds, with operations and reporting consistent with a manager that raises and runs venture capital pools. The absence of reported advisory clients points to a business model built around fund management and limited partners instead of individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ANDREW LERNER

    Managing PartnerCRD 1735498

  • RICHARD VITON

    Senior AdvisorCRD 2091013

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
122 E 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth