Wealth Manager
    SEC Registered

    Icapital Advisors, LLC

    Registered investment advisor · New York, New York · CRD #177513

    Assets Under Management
    $149.9B
    Client Accounts
    1,314
    Employees
    552
    CRD Number
    177513
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Icapital Advisors, LLC

    iCapital, founded in 2013, is a fintech company based in the United States that focuses on democratizing access to alternative investments in private markets. The company serves as an operating system for the global alternative investment marketplace, allowing wealth advisors, asset managers, institutional investors, and family offices to explore, invest in, and manage alternative products efficiently. iCapital offers a range of integrated solutions, including access to private equity, credit,

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Icapital Advisors, LLC

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    Frequently Asked Questions

    What is Icapital Advisors, LLC's AUM?

    Icapital Advisors, LLC reports approximately $149.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Icapital Advisors, LLC headquartered?

    Icapital Advisors, LLC is headquartered in New York, New York.

    What is Icapital Advisors, LLC's CRD number?

    Icapital Advisors, LLC's CRD number is 177513. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Icapital Advisors, LLC manage?

    Icapital Advisors, LLC manages approximately 1,314 client accounts according to its latest SEC filing.

    Is Icapital Advisors, LLC SEC registered?

    Yes, Icapital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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