IKARIAN CAPITAL

RIASEC RegisteredEst. 2020

Total AUM

$698M

Discretionary

$698M

100% of AUM

Avg account

$140M

Accounts

5

Employees

8

Advisory reps

6

Firm details

Headquarters: DALLAS, Texas
CRD number: 281880
Registered since: June 11, 2020
Website: www.ikariancapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ikarian Capital is organized as an LLC and operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered (since 2020) and performs portfolio management for pooled investment vehicles while also acting in roles typical of sponsors or general partners. Its fee model combines assets-under-management fees with performance-based compensation. Regulatory filings classify some of its business activity as CPO/CTA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

NEIL SHAHRESTANI
Chief Executive OfficerCRD 4396869
TROY WUERTZ
Chief Compliance Officer and Chief Operating OfficerCRD 4457313
MATTHEW HALE
Deputy Chief Compliance OfficerCRD 6427601

Contacts

3 of 3

VIKRAM KHANNA
Co-FounderCRD 6528331
DAVID KAUFMAN
RepresentativeCRD 4268759
RYAN ATWELL
ControllerCRD 8244397

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$1.7M in ETFs

Passive

100%

$1.7M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DIREXION DAILY S&P BIOTECH BEAR 3X ETF (LABD)	Direxion	Passive	Trading Inverse Equity	$1.7M	105,822	100.00%

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: DALLAS
Address: 100 Crescent Ct
Time zone: CT (UTC-6)
Office locations

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