iCaptial Advisors

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
173502
Fee structure
Percentage of AUM, Hourly Charges
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

iCapital Advisors operates as a limited liability company focused on portfolio management for individuals and small businesses. The firm acts as a capital allocator, engaging in various investment activities while primarily managing assets for its clients. The firm does not actively pursue ESG investments, which may appeal to clients with different investment philosophies. iCapital Advisors is not classified under a specific category, indicating a flexible approach to its advisory 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
  • MICHAEL DIESCHBOURG

    CEO, CIO, Founding PartnerCRD 1177925

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
820 Evergreen Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth