Intercapital
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 324314
- Registered since
- June 12, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Intercapital is a limited liability company organized as a hedge fund that serves institutional investors. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual. Its primary advisory activity is portfolio management for pooled investment vehicles, and its compensation combines a percentage-of-assets fee with performance-based fees. Intercapital does not report itself as an active ESG investor and is not designated as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Dylan Kavanagh
Founder & CIOCRD 6886381
Brian Stefanowicz
Chief Financial OfficerCRD 8254023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$6.9M in ETFs
83%
$5.7M
9%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) | Fidelity | Passive | Digital Assets | $2.8M | 47,000 | 40.39% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 2208 Lake Austin Blvd
- Time zone
- CT (UTC-6)
- Office locations
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