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 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
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 2Jeff Mcgoey
Managing Director, Chief Operating OfficerCRD 4170165
BRETT SCHOLNICK
Chief Accounting OfficerCRD 5187735
Contacts
2 of 2CHRISTOPHER 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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