Investcorp Investment Solutions LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 314925
- Registered since
- June 21, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Investcorp Investment Solutions LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2021. The firm positions itself to provide portfolio management services for businesses and institutional clients rather than retail households. Its fees combine a percentage-of-assets model with the ability to charge performance-based fees, and it does not identify as a capital allocator; instead it appears to rely on external managers and pooled vehicles for certain exposures. Regulatory and operational footprints in the source data show limited geographic reach (not a multistate adviser) and no stated ESG investing focus. Industry affiliations include roles as a broker-dealer, other investment adviser, and as sponsor, general partner or managing member of pooled investment vehicles, indicating the firm participates both in advisory activities and in the administration or sponsorship of private pooled structures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other48%
- Investment Grade Corp Bonds35%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
1 of 1
Todd Fonner
Chief Investment OfficerCRD 7442367
Contacts
1 of 1
Sami Qasimi
Senior Vice President, CCOCRD 5640450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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