iCapital Advisors, LLC

RIASEC RegisteredEst. 2015
Total AUM
$150B
Discretionary
$150B
100% of AUM
Avg account
$114M
Accounts
1,314
Employees
552
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
177513
Registered since
October 20, 2015
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

iCapital Advisors, LLC is organized as an LLC and has been SEC-registered since 2015. The firm functions primarily as a capital allocator to institutional clients and charges a mix of percentage-of-AUM, subscription, and fixed fees. It provides portfolio management for pooled investment vehicles and is active as a commodity pool operator/commodity trading adviser. The firm identifies as an active ESG investor and maintains affiliations across the financial services ecosystem, including broker‑dealer relationships, insurance company ties, and roles as sponsor/GP or managing member of pooled vehicles.

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

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

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
60 E 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth