Investcorp Investment Advisers LLC

RIASEC RegisteredEst. 2005
Total AUM
$5.5B
Discretionary
$5.5B
100% of AUM
Avg account
$113M
Accounts
49
Employees
71
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
137790
Registered since
November 25, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles72.45%
  • Other27.55%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Investcorp Investment Advisers LLC is an SEC-registered investment adviser organized as an LLC and operating primarily in private equity. The firm focuses on managing pooled investment vehicles and serves an institutional client base. Its fee arrangements combine percentage-of-AUM billing with performance-based fees. Investcorp functions in multiple capacities related to private funds and alternatives: it acts as sponsor and general partner or managing member of pooled vehicles and is affiliated with broker-dealer and other investment-adviser entities. The adviser is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 4
  • Brian Murphy

    Brian Murphy

    Global Head of ComplianceCRD 1720020

  • Anthony Maniscalco

    Anthony Maniscalco

    Managing PartnerCRD 2975389

  • Miller Stephen

    CRD 8018360

Unlock 1 more contacts

Wealth teams

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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
280 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth