Investcorp Investment Advisers LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 137790
- Registered since
- November 25, 2005
- Website
- www.investcorp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles66.59%
- Other33.41%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Investcorp Investment Advisers LLC is an SEC-registered investment adviser (registered in 2005) that operates primarily as a private equity fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and also performs sponsor and GP roles, acting as managing member for its funds. Its fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with private equity fund economics. The firm is structured as an LLC and indicates a client base made up of institutional investors. The adviser is not flagged as an active ESG investor and is not positioned as a capital allocator to third-party managers; instead, it appears to manage and sponsor pooled private equity vehicles directly while maintaining affiliated broker-dealer and other adviser relationships.
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
Location
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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