Icapital Fund Advisors LLC

RIASEC RegisteredEst. 2025
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$378M
Accounts
3
Employees
165
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
330352
Registered since
January 7, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Icapital Fund Advisors LLC is a limited liability company that registered with the SEC in 2025 and provides investment advisory services to institutional clients. The firm’s stated advisory activity is portfolio management for investment companies, and its primary fee model is a percentage-of-assets-under-management. Corporate ownership is listed as a mix of a domestic entity and individual owners. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brett Scholnick

    Brett Scholnick

    Chief Accounting OfficerCRD 5187735

Contacts

3 of 3
  • Christopher Thome

    Christopher Thome

    Senior Vice PresidentCRD 5488980

  • Stephen Jacobs

    Stephen Jacobs

    General CounselCRD 6027563

  • Nicholas Veronis

    Nicholas Veronis

    Co-Founder & Managing PartnerCRD 1604980

Wealth teams

FINTRX

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
60 E 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth