Investacorp Advisory Services Inc
- Assets, Funds, Holdings
| Investacorp Advisory Services Inc
|
| CRD # | 109011 |
| SEC # | 801-57738 |
| CIK # | 0001722470 |
| AUM |
|
| Employees |
260 (100% Investors, 100% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 305-557-3000 |
| Address | 4400 Biscayne Blvd
Miami, FL 33137 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn] [Instagram]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
6,834
|
1.1 |
| (b) Individuals (high net worth individuals) |
2,922
|
1.1 |
| (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 |
0 |
0.0 |
| (g) Pension and profit sharing plans |
32 |
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 |
68 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
9,856 |
2.2 |
| By Discretionary |
| Discretionary |
7,057 |
1.8 |
| Non-Discretionary |
2,799 |
0.5 |
| Total |
9,856 |
2.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
2.2 |
| Total |
9,856 |
2.2 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Clients | 65 (1 non-US) |
| Serves | Institutional, Retail |
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