Intercapital

RIASEC RegisteredEst. 2026
Total AUM
$199M
Discretionary
$199M
100% of AUM
Avg account
$199M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
324314
Registered since
June 12, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Intercapital is an LLC that operates as a hedge fund adviser, registering with the SEC in 2026. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. Ownership is listed as individual and its compensation combines a percentage-of-AUM fee with performance-based fees, reflecting a standard hedge-fund economics. Intercapital does not identify as an active ESG investor and is not designated as a multi-state adviser or pension consultant.

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

2 of 2
  • Dylan Kavanagh

    Dylan Kavanagh

    Founder & CIOCRD 6886381

  • Brian Stefanowicz

    Chief Financial OfficerCRD 8254023

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$2.5M in ETFs

Passive

100%

$2.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
KRANESHARES CSI CHINA INTERNET ETF (KWEB)KraneSharesPassiveChina Region$1.5M60,00058.82%

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
2208 Lake Austin Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth