iCapital Advisors, LLC

Overview

iCapital Advisors, LLC is an institutional registered investment adviser that functions primarily as a capital allocator to institutional clients. The firm is SEC-registered (2015) and structured as a limited liability company with ownership that includes both domestic entities and individuals. Its stated business activities include acting as a commodity pool operator or commodity trading advisor and providing portfolio management for pooled investment vehicles, and it maintains affiliations across the financial services industry (broker-dealer, other advisers, insurance company, and sponsor/GP roles). iCapital charges a mix of percentage-of-AUM, subscription and fixed fees, and identifies itself as an active ESG investor. The client base is institutional rather than retail.

Assets & Accounts

Investments & Alternatives