iCapital Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 177513
- Registered since
- October 20, 2015
- Website
- www.icapitalnetwork.com
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
iCapital Advisors, LLC is an SEC-registered institutional RIA organized as an LLC and first registered in 2015. The firm functions as a capital allocator to institutional clients and provides portfolio management for pooled investment vehicles while also operating as a CPO/CTA. Its business model combines percentage-of-AUM, subscription, and fixed-fee billing, consistent with managing and servicing alternative investment structures. iCapital reports being an active ESG investor and maintains a network of industry affiliations that include broker-dealers, other investment advisers, insurance companies, and roles as sponsor, general partner, or managing member of pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Jeff Mcgoey
Managing Director, Chief Operating OfficerCRD 4170165

Brett Scholnick
Chief Accounting OfficerCRD 5187735
Contacts
2 of 2
Christopher Thome
Senior Vice PresidentCRD 5488980

Stephen Jacobs
General CounselCRD 6027563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 60 E 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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