Icapital Fund Advisors LLC
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
FINTRXOverview
Icapital Fund Advisors LLC is an SEC-registered institutional registered investment adviser organized as an LLC. The firm focuses on portfolio management for investment companies and serves an institutional client base, charging fees as a percentage of assets under management. The adviser is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and does not list pension consulting among its activities. Ownership is listed as a combination of a domestic entity and individuals. The firm’s affiliations extend beyond pure adviser activity: FINTRX notes links to broker-dealer activity, other investment advisers, commodity pool operator/commodity trading adviser roles, insurance companies, and sponsor/GP or managing member roles for pooled investment vehicles. Those relationships suggest the firm operates both advisory and sponsor/sponsor-like functions for pooled funds and may coordinate with distribution, insurance, or other intermediaries.
Assets & Accounts
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
1 of 1
Brett Scholnick
Chief Accounting OfficerCRD 5187735
Contacts
3 of 3
Christopher Thome
Senior Vice PresidentCRD 5488980

Stephen Jacobs
General CounselCRD 6027563

Nicholas Veronis
Co-Founder & Managing PartnerCRD 1604980
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
- 60 E 42nd St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Orkila Management, LLC
RIANew York, NY
Ellevest
RIANew York, NY
747 Capital, LLC
RIANew York, NY
Sterling Investors LP
RIANew York, NY
Edge Principal Advisors, LLC
RIANew York, NY
Trispan (USA) LLC
RIANew York, NY