INVESTCORP INVESTMENT SOLUTIONS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 314925
- Registered since
- June 21, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Investcorp Investment Solutions LLC is a limited liability company that specializes in portfolio management for businesses and institutions. Established in 2021, the firm operates under a fee structure that includes both a percentage of assets under management (AUM) and performance-based fees. While the firm does not actively engage in ESG investing, it is involved in various investment activities, particularly focusing on alternative investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other48%
- Investment Grade Corp Bonds35%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
1 of 1todd fonner
Chief Investment OfficerCRD 7442367
Contacts
1 of 1SAMI QASIMI
Senior Vice President, CCOCRD 5640450
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
- 280 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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