iCapital Advisors, LLC

RIASEC Registered
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
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

iCapital Advisors, LLC functions as a capital allocator for institutional clients, providing access to a broad set of alternative investment strategies and operating with fee arrangements that include percentage-of-AUM, subscription, and fixed-fee structures. The firm is registered as a CPO/CTA in its business activities and identifies as an active ESG investor. Its ownership is described as a mix of domestic entity and individual ownership, and it maintains multiple industry relationships—acting alongside broker-dealers, other investment advisers, insurance companies, and as sponsor or GP/manager of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeff Mcgoey

    Jeff Mcgoey

    Managing Director, Chief Operating OfficerCRD 4170165

  • Brett Scholnick

    Brett Scholnick

    Chief Accounting OfficerCRD 5187735

Contacts

2 of 2
  • Christopher Thome

    Christopher Thome

    Senior Vice PresidentCRD 5488980

  • Stephen Jacobs

    Stephen Jacobs

    General CounselCRD 6027563

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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