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Saturday, October 3, 2026The Morning Brief →Sign in
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iCapital

BOSTON, MA
CRD: 122816
In PWD coverage since August 25, 2026 · 16+ stories
$1.5BRegulatory AUMSEC Form ADV · Sep 26
9EmployeesForm ADV
8Deals on our tracker
Regulatory AUM · Aug 16 – Sep 26
Deal recordFull tracker →
Sep 28, 26Deal announcedDTCC — coverage
Sep 27, 26Deal announcedDTCC — coverage
Sep 27, 26Deal announcedDTCC · — coverage
Sep 27, 26Deal announcedDTCC — coverage
Sep 13, 26Deal announcedGreat Gray Group — coverage
Aug 18, 26Fund launch — coverage
Jun 15, 26Deal announcedRFG
Jun 30, 25Deal closed
PWD coverage
Filings

SEC accuses Meyer Global of five schemes targeting SpaceX and OpenAI investors

The complaint alleges at least $1.27 million misappropriated from private funds and nearly 100 investors deceived between December 2021 and the September 30 filing.
distribution · Oct 2DTCC takes an undisclosed stake in iCapital and plans AIP integration
distribution · Sep 29DTCC invests in iCapital and announces alternatives-processing collaboration
practice · Sep 28DTCC invests in iCapital and will integrate its alternative investment product with the platform
The Close · Sep 28DTCC invests in iCapital; Adhesion waives platform and tax fees
The Close · Sep 28DTCC invests in iCapital and will integrate alternative investment product
The Close · Sep 24Alternatives infrastructure draws billion-dollar bids while RIA allocations stay stuck at 3%
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
The Close · Sep 21A retiree's eight-account Anthropic trade is a wager on wrapper terms
RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time
practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions
practice · Sep 14Anthropic pitches advisers a tool that doubles as model-portfolio distribution
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
the_wrap · Sep 14Great Gray rents the diligence half of its private-markets CITs
investments · Sep 14Great Gray rents the diligence half of its private markets CITs
Allocators · Aug 25Retail venture funds sell access, and the volatility comes with it
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