Ikarian Capital

RIASEC RegisteredEst. 2020
Total AUM
$698M
Discretionary
$698M
100% of AUM
Avg account
$140M
Accounts
5
Employees
8
Advisory reps
6

Firm details

Headquarters
Dallas, Texas
CRD number
281880
Registered since
June 11, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ikarian Capital is a limited liability company that registered with the SEC in 2020 and operates as a hedge fund focused on institutional clients. The firm serves as an operator and manager of pooled investment vehicles, functioning in roles that include CPO/CTA and sponsor, general partner, and managing member of its funds. Its fee model combines asset-based charges with performance fees. Ikarian does not describe itself as a capital allocator to third‑party managers and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Neil Shahrestani

    Neil Shahrestani

    Chief Executive OfficerCRD 4396869

  • Troy Wuertz

    Troy Wuertz

    Chief Compliance Officer and Chief Operating OfficerCRD 4457313

  • Matthew Hale

    Deputy Chief Compliance OfficerCRD 6427601

Contacts

3 of 3
  • Vikram Khanna

    Co-FounderCRD 6528331

  • David Kaufman

    David Kaufman

    RepresentativeCRD 4268759

  • Ryan Atwell

    ControllerCRD 8244397

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$816K in ETFs

Passive

100%

$816K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
DIREXION DAILY S&P BIOTECH BEAR 3X ETF (LABD)DirexionPassiveTrading Inverse Equity$816K105,822100.00%

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth