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| iCapital Advisors LLC
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|---|---|
| CRD # | 177513 |
| SEC # | 801-106690 |
| CIK # | |
| AUM | $149.9 B (2026-05-27) |
| Employees | 552 (8% Investors, 17% Brokers) |
| Phone | 212-994-7400 |
| Address | 60 East 42nd Street New York, NY 10165 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Alphakeys Blackstone Life Sciences VI LP | [2026-03-26] | 0.0 | 0.0 |
| Other | Alphakeys Greenbriar Equity Fund VII LP | [2026-03-26] | 0.0 | 0.0 |
| Other | Alphakeys Jain Global Offshore Fund LP | [2026-03-26] | 0.0 | 0.0 |
| Other | Alphakeys K6 Private Investors LP | [2026-03-26] | 78.7 | 101.6 |
| Other | Alphakeys OrbiMed Global Private Investments LP | [2026-03-26] | 0.0 | 0.0 |
| Other | Ares Core Infrastructure Fund iCapital Offshore Access Fund SPC | 2026-03-26 | 112.4 | |
| Other | Ares Strategic Income Fund iCapital Offshore Access Fund SPC | [2026-03-26] | 0.0 | 233.9 |
| Other | AWM Select Opportunity Fund Point72 Turion Offshore Ltd | 2026-03-26 | 101.9 | |
| Other | BC 2025 Access Fund LP | [2026-03-26] | 0.0 | 5.0 |
| Other | Brookfield Infrastructure Income iCapital Offshore Access Fund SPC | [2026-03-26] | 0.0 | 118.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1,314 | 149.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,314 | 149.9 |
| By Discretionary | ||
| Discretionary | 1,314 | 149.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,314 | 149.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 69.5 | |
| United States Persons | 80.4 | |
| Total | 1,314 | 149.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ronan Guilfoyle | 357 | 108 | ||
| Roger Hanson | 255 | 86 | ||
| Michelle WilsonClarke | 282 | 71 | ||
| Kevin Phillip | 190 | 39 | ||
| Georgia Prinsloo | 156 | 37 | ||
| Abali Hoilett | 137 | 35 | ||
| Ralph Woodford | 166 | 30 | ||
| Charles Thomas | 160 | 29 | ||
| Tammy Jennissen | 136 | 28 | ||
| Campbell Congdon | 179 | 27 | ||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GC Advisors LLC
✚
|
IL | 177.9 |
|
TPG Global Advisors LLC
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|
TX | 173.6 |
|
Boston Management and Research
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|
MA | 154.7 |
|
IFM Investors PTY Ltd
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|
152.9 | |
|
Mariner Investment Group LLC
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|
NY | 149.6 |
|
Elliott Investment Management LP
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|
FL | 128.6 |
|
Silver Lake Technology Management LLC
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|
CA | 117.7 |
|
Tudor Investment Corporation
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|
CT | 106.8 |
|
Vista Equity Partners Management LLC
✚
|
CA | 106.0 |
|
Sixth Street Advisers LLC
✚
|
TX | 101.6 |