INVESTCORP INVESTMENT ADVISERS LLC

RIASEC RegisteredEst. 2005
Total AUM
$5.5B
Discretionary
$5.5B
100% of AUM
Avg account
$113M
Accounts
49
Employees
71
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
137790
Registered since
November 25, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles72.45%
  • Other27.55%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Investcorp Investment Advisers LLC is a limited liability company that specializes in private equity fund management. Established in 2005, the firm primarily serves institutional clients and focuses on portfolio management for pooled investment vehicles. It operates under a fee structure that includes a percentage of assets under management and performance-based fees. The firm does not engage in ESG investing and is not classified as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 4
  • BRIAN MURPHY

    Global Head of ComplianceCRD 1720020

  • NICHOLAS MCGRANE

    Private EquityCRD 6244766

  • Miller Stephen

    CRD 8018360

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
280 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth