IA CAPITAL GROUP, INC.
Adviser information for IA CAPITAL GROUP, INC. last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-76350 |
|---|---|
| SEC ERA File Number | 802-76350 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 129122 |
| Legal Entity Identifier | None |
Principal Office
122 EAST 42ND ST STE 2120NEW YORK
NY
United States
Monday - Friday, 9-5
Tel: 212-581-2000, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| AFFICIENCY | Insurance company or agency |
| DELOS INSURANCE SOLUTIONS | Insurance company or agency |
| FRONTIER RISK | Insurance company or agency |
| INTEGRIANT VENTURES INSURANCE SERVICES, INC. | Insurance company or agency |
| LIMIT | Insurance company or agency |
| MARBLE | Insurance company or agency |
| MATIC INSURANCE SERVICES, INC. | Insurance company or agency |
| OMNIDIAN | Insurance company or agency |
| RETHOUGHT INSURANCE | Insurance company or agency |
| SMARTASSET | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INTER-ATLANTIC FUND III, LP | Venture Capital Fund | $1.7M | $10.0M | 2 |
| INTER-ATLANTIC G FUND, LP | Venture Capital Fund | $50.3M | $10.0M | 2 |
| INTER-ATLANTIC IVY, LLC | Venture Capital Fund | $21.4M | $10.0M | 2 |
| INTER-ATLANTIC STONYBROOK INSURTECH VENTURES II, LP | Venture Capital Fund | $83.5M | $2.0M | 15 |
| INTER-ATLANTIC STONYBROOK INSURTECH VENTURES, LP | Venture Capital Fund | $54.1M | $5.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LERNER, ANDREW, S | Individual | – | MANAGING PARTNER | 01/2000 | > 75% |
| VITON, RICHARD, LOUIS | Individual | – | PARTNER | 12/2008 | < 5% |
| PERLMAN, MATTHEW, B | Individual | – | PARTNER | 01/2018 | < 5% |