Icapital Registered Fund Adviser LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Employees
162
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
310587
Registered since
October 28, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Icapital Registered Fund Adviser LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2020. The firm focuses on serving institutional clients and provides portfolio management for investment companies. Its regulatory/business profile includes CPO/CTA activity and roles as sponsor, general partner or managing member of pooled investment vehicles. Icapital Registered Fund Adviser charges fees as a percentage of assets under management, does not act as a capital allocator, and is not identified as an active ESG investor. The firm is not classified as a multi-state adviser and does not list pension consulting among its services.

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

1 of 1
  • Brett Scholnick

    Brett Scholnick

    Chief Accounting OfficerCRD 5187735

Contacts

3 of 3
  • Stephen Jacobs

    Stephen Jacobs

    General CounselCRD 6027563

  • Nicholas Veronis

    Nicholas Veronis

    Co-Founder & Managing PartnerCRD 1604980

  • Christopher Thome

    Christopher Thome

    Senior Vice PresidentCRD 5488980

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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