RIA Intel›Advisers›New York›INVESTCORP INVESTMENT ADVISERS LLC

INVESTCORP INVESTMENT ADVISERS LLC

Advisory

N·NEW YORK, NY

Data as of Dec 11, 2024 · Source: SEC Form ADV

Total AUM
$5.5B
1-Year AUM Growth
+4.1%
3-Year CAGR
+72.7%
Employees
37
Assets Under Management
Total AUM$5.5B
Discretionary AUM$5.5B
Non-Discretionary AUM$26M
Discretionary %99.5%
Total Clients49
Team
Total Employees37
Investment Advisers71
Employee Growth (1Y)+7.0%
Filing History
Total Filings on Record54
First FilingNov 8, 2005
Latest FilingDec 11, 2024
🔒 Full AUM trend chart and 54 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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