iCapital Advisors LLC

Search
⚲

iCapital Advisors LLC ✚
CRD #	177513
SEC #	801-106690
CIK #
AUM	149.86 B (2026-05-27)
Employees	552 (8% Investors, 17% Brokers)
Fees
Minimum
Phone	212-994-7400
Address	60 East 42nd Street New York, NY 10165
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
Other	Alphakeys Blackstone Life Sciences VI LP	[2026-03-26]
	Filed 2025-08-07 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	Alphakeys Greenbriar Equity Fund VII LP	[2026-03-26]
	Filed 2025-09-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	Alphakeys Jain Global Offshore Fund LP	[2026-03-26]
	Filed 2025-06-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	Alphakeys K6 Private Investors LP	[2026-03-26]	78.7 M	101.6 M
	Filed 2025-10-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	Alphakeys OrbiMed Global Private Investments LP	[2026-03-26]
	Filed 2025-05-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	Ares Core Infrastructure Fund iCapital Offshore Access Fund SPC	2026-03-26		112.4 M
Other	Ares Strategic Income Fund iCapital Offshore Access Fund SPC	[2026-03-26]		233.9 M
	Filed 2025-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other	AWM Select Opportunity Fund Point72 Turion Offshore Ltd	2026-03-26		101.9 M
Other	BC 2025 Access Fund LP	[2026-03-26]		5.0 M
	Filed 2025-01-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	Brookfield Infrastructure Income iCapital Offshore Access Fund SPC	[2026-03-26]		118.2 M
	Filed 2024-06-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
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
Ronan Guilfoyle	Director	358	108
Roger Hanson	Director	255	86
Michelle Wilson-Clarke	Director	285	70
Kevin Phillip	Director	196	39
Georgia Prinsloo	Director	159	37
Abali Hoilett	Director	138	35
Charles Thomas	Director	161	30
Ralph Woodford	Director	166	29
Campbell Congdon	Director	179	28
Tammy Jennissen	Director	137	28
Laren Gillespie	Director	119	24
William Shaw	Director	93	23
Robert Meschi	Director	145	22
Peter Heaps	Director	87	22
Sam Ellis	Director	106	18
Lisa Alexander	Director	75	17
Sabrina Foster	Director	43	16
Tim Sweeting	Director	71	15
Brian Eden	Director	39	15
Stephane Lachance	Director, Executive Officer	147	14
Kevin Solomon	Director	98	14
Omar Wright	Director	88	13
Martin Laufer	Director	69	13
Isatou Sey	Director	41	13
Alison Martinson	Director	38	13
Benoit Sansoucy	Director	49	12
Michael Stanton	Director, Executive Officer	375	10
Leon Rhule	Director	48	10
Daniel Grugan	Executive Officer	26	10
iCapital Pe GP LLC	Executive Officer, Promoter	551	9
Scott Huff	Executive Officer	349	9
Charles Moore	Director	78	7
Agne Miller	Director, Executive Officer	44	7
William Ferri	Director	37	7
Andrew Mahoney	Director	34	7
iCapital HF GP LLC	Executive Officer, Promoter	129	6
Mark Sear	Executive Officer	50	6
David Hou	Executive Officer	50	6
Credit Suisse Cayman Management Limited	Promoter	37	6
Victor Valencia	Director	14	6
Max Schwartz	Executive Officer	230	5
Michael Korn	Director, Executive Officer	178	5
James Conn SR	Director	53	5
George Smith	Executive Officer	47	5
Karl Jaeger	Executive Officer	38	5
Robert Skinner	Executive Officer	36	5
Luminous Capital GP LLC	Executive Officer	29	5
Maxine Jones	Director, Executive Officer	28	5
Alan Zafran	Executive Officer	27	5
Daniel O'Connell	Executive Officer	27	5
Kim Ip	Executive Officer	27	5
Luminous Capital Holdings LLC	Executive Officer	27	5
James Waldinger	Executive Officer	19	5
Paul Gardner	Director	16	5
Adrian Czebiniak	Executive Officer	14	5
Kamal Jafarnia	Executive Officer	11	5
Elizabeth Monroe	Director	11	5
John Alldis	Executive Officer	8	5
Justin Lioi	Executive Officer, Promoter	302	4
Thomas Fortin	Director, Executive Officer	90	4
Julie Gilbert	Director, Executive Officer	89	4
Daniel Mavico	Executive Officer	76	4
John Connors	Executive Officer	61	4
Martin Steyn	Director	53	4
Citigroup Alternative Investments LLC	Promoter	51	4
Matthew Osborne	Executive Officer	46	4
Craig Jorasch	Director	45	4
Martin Beaulieu	Executive Officer	37	4
Kenneth McGuire	Executive Officer	34	4
Jon Sundt	Executive Officer	34	4
Paul Goes	Director, Executive Officer	31	4
Robert Amedeo	Executive Officer	28	4
Richard Pfister	Executive Officer	28	4
Stephen Roussin	Director	19	4
Altegris Portfolio Management Inc	Promoter	19	4
Robert Conti	Director	18	4
Kyle Hartley	Director	18	4
Jayson Lashin	Director	14	4
Anne-Sophie Davreux	Executive Officer	12	4
Altegris Funds	Promoter	11	4
Hezy Shalev	Executive Officer	9	4
Stephanie Lachance	Director	9	4
Tommy Huie	Executive Officer	8	4
Amelie Nakano	Executive Officer	7	4
Apm Funds	Promoter	7	4
Allan Hosack	Executive Officer	6	4
Michael Roman	Executive Officer	135	3
Adam Taback	Executive Officer	135	3
Britta Patterson	Executive Officer	127	3
Rob Coltrin	Executive Officer	121	3
Sean Nicolosi	Executive Officer	112	3
Epiq Capital Group LLC	Director	110	3
iCapital Advisors LLC	Executive Officer, Promoter	97	3
Citi Private Advisory LLC	Promoter	92	3
Michael Davies	Director	91	3
Wells Fargo Investment Institute Inc	Promoter	91	3
Alternative Strategies Group Inc	Promoter	84	3
iCapital Strategies LLC	Promoter	82	3
Yukari Nakano	Executive Officer	80	3
Doretta Dunegan	Executive Officer	77	3
Douglas Johnson	Executive Officer	75	3
Robert Mautner	Director, Executive Officer	74	3
James Angelos	Executive Officer	74	3
Christopher Thome	Director, Executive Officer	63	3
Scott Steele	Director	55	3
Amacar Cpo Inc	Promoter	52	3
Evelyn Echevarria	Executive Officer	51	3
Lloyd Lipsett	Executive Officer	49	3
Dean Junkans	Director	48	3
Karla Boyd	Executive Officer	48	3
Jennifer Magro	Executive Officer	47	3
Sheelpa Brown	Executive Officer	47	3
Michael Koonce	Executive Officer	46	3
Jerry Pascucci	Executive Officer	46	3
Anil Kumar	Executive Officer	46	3
European Investment Management Services Inc	Executive Officer, Promoter	45	3
Lauren Unger	Executive Officer	43	3
Eileen Duff	Director	41	3
Credit Suisse Securities USA LLC	Executive Officer, Promoter	41	3
Mallory Ross	Executive Officer	37	3
Daryl Dewbrey	Executive Officer	36	3
Michael McVicker	Executive Officer	35	3
Jaques Clough	Director	34	3
Matthew Moss	Executive Officer	32	3
Peter Montgomery	Director	32	3
Kevin Ouellette	Executive Officer	32	3
Brian Veverka	Executive Officer	31	3
Altegris Advisors LLC	Promoter	31	3
Phil Bancroft	Executive Officer	31	3
Jack Rivkin	Executive Officer	31	3
James Sweetman	Executive Officer	31	3
W Munn	Director	31	3
Aprille Mitchell	Executive Officer	31	3
Elizabeth Stallings	Executive Officer	31	3
Jerry Deberry	Executive Officer	31	3
Barbara Curry	Executive Officer	31	3
Lu Chang	Executive Officer	31	3
iCapital II GP LLC	Promoter	30	3
Britta McCorduck	Executive Officer	27	3
Steven O'Connor	Director	23	3
Hugh Neuburger	Executive Officer	20	3
Warwick Capital Partners Llp	Promoter	19	3
iCapital Securities LLC	Promoter	19	3
Lee Thompson	Executive Officer	19	3
Hedgefocus Cayman GP Ltd	Promoter	17	3
Services Inc European Investment Management	Promoter	15	3
Craig Goos	Director	15	3
Lori Hotz	Director	14	3
UBS Fund Advisor LLC	Promoter	13	3
Robert Aufenanger	Director	13	3
Eric Brotman	Director, Executive Officer	12	3
M Robinson	Executive Officer	12	3
iCapital Advisors	Executive Officer	9	3
David Romhilt	Executive Officer	8	3
Robert Coltrin	Executive Officer	7	3
Nicholas Vagra	Director	7	3
Robert Roskoph	Director	5	3
James Hnilo	Director	4	3
Kenneth Krei	Executive Officer	4	3
James Duca II	Director	4	3
Evelyn Echevaria	Executive Officer	3	3
Rohan Fourie	Executive Officer	3	3
Barbra Kocsis	Executive Officer	221	2
Asterion Fund Services LLC	Promoter	169	2
Edward Truitt Jr	Executive Officer	152	2
iCapital Alternative Investments LLC	Executive Officer	121	2
Colbert Narcisse	Director	119	2
Jeremy Beal	Director	117	2
Maples Fiduciary Services Delaware Inc	Executive Officer	115	2
Joshua Lee	Executive Officer, Promoter	114	2
Douglas Ketterer	Executive Officer	100	2
James Bruno	Director	99	2
Alper Daglioglu	Director	98	2
Morgan Stanley Hedgepremier GP LLC	Promoter	70	2
Mike Davies	Director	65	2
Morgan Stanley AI GP LLC	Executive Officer, Promoter	64	2
Michael Esposito	Director	61	2
iCapital AI GP LLC	Executive Officer, Promoter	56	2
Lyman Hawbaker III	Director	53	2
Scott Steel	Director	52	2
George Stephan	Director	51	2
Marianne Motley	Director	51	2
Carmen Lai	Director	51	2
Benjamin Huneke	Director	51	2
James Mahon	Executive Officer	50	2
Daniel Maccarrone	Director	49	2
Alison Nest	Director	48	2
Ben Huneke	Director	48	2
Clifford Wattley	Executive Officer	30	2
Lina Rubin	Executive Officer	30	2
Gary Muniz	Executive Officer	30	2
Ottavio Roseto	Executive Officer	25	2
Anna Gindes	Executive Officer	24	2
Lauren Rios	Executive Officer	21	2
General Partner iCapital Advisors LLC	Executive Officer	20	2
Stacie Yates	Executive Officer	20	2
iCapital Pe GP LLC	Executive Officer, Promoter	19	2
Nadia Small	Executive Officer	19	2
Citi Global Alternatives LLC	Promoter	19	2
iCapital Global Alternatives LLC	Promoter	19	2
Louis Kleist	Executive Officer	18	2
Sean Holladay	Executive Officer	17	2
Christopher Humphries	Director	17	2
Alexander Gurevich	Executive Officer	16	2
Jonathan Feigelson	Director	16	2
Lawrence Calcano	Executive Officer	15	2
Kristor Gervat	Executive Officer	14	2
Thomas Harms	Executive Officer	13	2
iCapital AI Manager LLC	Executive Officer	11	2
James Augir	Executive Officer	11	2
Thomas Blum	Director	10	2
iCapital HF GP LLC	Executive Officer, Promoter	10	2
Daniel Vene	Executive Officer	10	2
Jeffrey Locke	Director, Executive Officer	9	2
Glen Lewy	Director	8	2
A Delaware Limited Liability Company Summit Trail Advisors LLC	Executive Officer	8	2
Joseph Chiurazzi	Executive Officer	8	2
Thomas Iacono	Executive Officer	8	2
Nicholas Veronis	Executive Officer	8	2
Brian Opatosky	Executive Officer	7	2
Joseph Erigo	Executive Officer	7	2
iCapital Luxembourg Strategies GP Sarl	Promoter	7	2
Eric Harrison	Executive Officer	7	2
Catherine Benlian	Executive Officer	6	2
Gregory Sciametta	Executive Officer	6	2
Pere Portfolios GP Sa RL	Promoter	6	2
iCapital Markets LLC	Promoter	6	2
John Springer	Executive Officer	5	2
Tom Slocock	Executive Officer	5	2
Rob Coltin	Executive Officer	5	2
Chris Bennett	Executive Officer	5	2
Lauren Singer	Executive Officer	5	2
Albert Liu	Executive Officer	4	2
Brigid Breen	Executive Officer	4	2
Vinod Berchtold	Executive Officer	4	2
Sole Member of General Partner Institutional Capital Network	Executive Officer	3	2
Joe Chiurazzi	Executive Officer	3	2
Wagmi Ventures	Promoter	3	2
Britta Perkio	Executive Officer	3	2
Matt Osborne	Executive Officer	3	2
Mahmood Razavi	Director	3	2
Tom Fortin	Executive Officer	3	2
Nicolosi Sean	Executive Officer	3	2
Randall Erickson	Director	3	2
Jeanmarie Markham	Director	2	2
Kamal Ramzipoor	Director	2	2
Pavel Khodorkovskiy	Executive Officer	2	2
Eric Bundonis	Executive Officer	2	2
Warwick Royalty and Mineral Fund III GP Limited	Promoter	2	2
Laren Gillespie Gillespie	Director	2	2
C VIII Real Estate Opportunities Offshore Feeder Fund GP Ltd	Promoter	2	2
Southern Management Services Ltd	Director	12	1
Sherri Dewey	Executive Officer	5	1
General Partner Artivest Pevc Program GP LLC	Promoter	3	1
Eric Hersant	Director	3	1
Delaware Limited Partnership Artivest Private Equity Venture Capital Program LP	Promoter	3	1
Investment Advisor Artivest Advisors LLC	Promoter	3	1
Secondary Opportunities Fund III Private Client Feeder Fund GP Ltd	Promoter	2	1
Institutional Capital Network Inc	Promoter	2	1
Dislocation Access Fund GP Ltd	Promoter	2	1
S Robert	Director, Executive Officer	2	1
Fiona Bowring	Director	2	1
Private Equity Global Select VI GP Ltd	Promoter	2	1
Private Equity Global Select VII GP Ltd	Promoter	2	1
Glendower Access Secondary Opportunities IV GP LLC	Executive Officer	2	1
Kevin Hanson	Director	1	1
Bep Private Investors II GP Ltd	Promoter	1	1
Pe Integrum Offshore Feeder Fund GP Ltd	Promoter	1	1
601 West Offshore Feeder Fund GP Ltd	Promoter	1	1
Pere Collection VI Onshore Fund GP LLC	Promoter	1	1
None Citi Private Advisory LLC	Promoter	1	1
Thome Christopher Thome	Director	1	1
Digital Infrastructure II Offshore Feeder Fund GP Ltd	Promoter	1	1
Nate Loewentheil	Director	1	1
Artivest PM 2020 Offshore GP Ltd	Promoter	1	1
Connell J McGill	Executive Officer	1	1
Pere Collection II Offshore Fund GP Sa RL	Promoter	1	1
Citi Private Alternatives LLC	Promoter	1	1
Dominique Saayman	Executive Officer	1	1
Kkr Credit Select Fund II GP Ltd	Promoter	1	1
Schwartz Max	Executive Officer	1	1
Pe Thl Fund X Offshore Feeder Fund GP Ltd	Promoter	1	1
Vef VIII Offshore Feeder Fund GP Ltd	Promoter	1	1
Artivest Access GP LLC	Promoter	1	1
None Ctp Offshore Feeder Fund GP Ltd	Promoter	1	1
Pe Sapphire Ventures VII Offshore Feeder Fund GP Ltd	Promoter	1	1
Europe Americas IX Offshore Feeder Fund GP Ltd	Promoter	1	1
Areof III Offshore Feeder Fund GP Ltd	Promoter	1	1
Pere Collection I Onshore Fund GP LLC	Promoter	1	1
Pere Collection II Onshore Fund GP LLC	Promoter	1	1
Dgp IV Ownership Offshore Feeder Fund GP Ltd	Promoter	1	1
Digital Infrastructure III Offshore Feeder Fund GP Ltd	Promoter	1	1
Btas 2015 Private Investors GP Ltd	Promoter	1	1
European Investment Management	Promoter	1	1
6200 Hollywood Blvd North GP Ltd	Promoter	1	1
Fund IX Real Estate Opportunities Offshore Feeder Fund GP Ltd	Promoter	1	1
Secondary Opportunities Fund II Private Client Feeder Fund GP Ltd	Promoter	1	1
Cmmo Offshore Feeder Fund GP Ltd	Promoter	1	1
Biomedical Offshore Feeder Fund I GP Ltd	Promoter	1	1
SC Venture Offshore Feeder Fund I Manager Ltd	Promoter	1	1
Vista Software Select Fund GP Ltd	Promoter	1	1
Julie Gilbert European Investment Management Services Inc	Executive Officer	1	1
Ngt II Offshore Feeder Fund GP Ltd	Promoter	1	1
Artivest Global Infrastructure Onshore GP LLC	Executive Officer	1	1
None European Investment Management Services Inc	Promoter	1	1
Ben Sansoucy	Director	1	1
UBS Fund Advisor LLC NA	Promoter	1	1
Vista Endeavor III Offshore Feeder Fund GP Ltd	Promoter	1	1
Artivest Pevc Program GP LLC	Promoter	1	1
Steven Mattus	Executive Officer	1	1
Pere Collection V Onshore Fund GP LLC	Promoter	1	1
Epiq Capital Group LLC	Director	1	1
Pere Collection IV Onshore Fund GP LLC	Promoter	1	1
Crow Holdings Dof Offshore Feeder Fund GP Ltd	Promoter	1	1
John Connnors	Executive Officer	1	1
Kkr Credit Select Access Fund GP Ltd	Promoter	1	1
Robert Maunter	Director	1	1
iCapital Advisers LLC	Promoter	1	1
Artivest PM 2020 Onshore GP LLC	Executive Officer	1	1
Hps Clo Offshore Feeder Fund 2018 GP Ltd	Promoter	1	1
Bto Offshore Feeder Fund GP Ltd	Executive Officer	1	1
Alterantive Strategies Group Inc	Promoter	1	1
Matthew Sonnen	Executive Officer	1	1

Firm Profile (Form ADV)
Clients	121 (29 non-US)
Serves	Institutional
Fund Types	Hedge Fund, Private Equity
LEI	2549007GON6LX35

Comparable Firms	State	AUM
GC Advisors LLC ✚	IL	177.85 B
TPG Global Advisors LLC ✚	TX	173.56 B
Boston Management and Research ✚	MA	154.73 B
IFM Investors PTY Ltd ✚		152.93 B
Mariner Investment Group LLC ✚	NY	149.62 B
Elliott Investment Management LP ✚	FL	128.62 B
Silver Lake Technology Management LLC ✚	CA	117.70 B
Tudor Investment Corporation ✚	CT	106.84 B
Vista Equity Partners Management LLC ✚	CA	106.02 B
Sixth Street Advisers LLC ✚	TX	101.61 B

iCapital Advisors LLC

Assets, Funds, Holdings