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 structured as a limited liability company and operates as an institutional RIA focused on portfolio management for businesses and other institutions. The firm is registered with the SEC (registered in 2021). Its ownership is identified as a mix of a domestic entity and an individual owner. Fee arrangements include a percentage-of-AUM component plus performance-based fees, which is consistent with servicing institutional mandates and investment vehicles that carry incentive fees. The firm is not an active ESG investor and is not classified as a capital allocator. Investcorp Investment Solutions maintains industry relationships beyond advisory work: it is affiliated with broker-dealer activities, other investment advisers, and functions as sponsor/GP/managing member of pooled investment vehicles. Those roles suggest the firm can both advise institutional clients and participate in structuring or managing pooled alternative vehicles on the sponsor side.
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
Asset composition
- Other62%
- Investment Grade Corp Bonds26%
- Non-Exchange Traded Equities7%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
1 of 1
Todd Fonner
Chief Investment OfficerCRD 7442367
Contacts
1 of 1
Sami 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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