Clients
Icapital Advisors serves 1,314 clients. The average client has about $114 million with the firm.
- Pooled investment vehicles1,314 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1,314 | $149,862,919,626 | 100.0% | $114.1M |
| Total | 1,314 | $149,862,919,626 | 100% | $114.1M |
- Clients
- 1,314
- Regulatory AUM
- $149,862,919,626
- Share
- 100.0%
- Avg. per client
- $114.1M
Total
- Clients
- 1,314
- Regulatory AUM
- $149,862,919,626
- Share
- 100%
- Avg. per client
- $114.1M
What it does
Icapital Advisors provides portfolio management for pooled vehicles and other activities. It is paid through a percentage of assets, subscription fees and fixed fees.
Icapital Advisors advises 1,144 private funds.
100.0% of assets ($149.86B across 1,314 accounts) are managed with discretion. 29% of clients are outside the U.S., and 121 clients received advice without assets under management last fiscal year.
Custodians
Icapital Advisors has custody of $82.53B for 640 clients.
- All other custodians$149.86B100%
Ownership and leadership
Institutional Capital Network, Inc. owns 75% or more of Icapital Advisors, and Jeff Mcgoey is its CEO.
- Owns 75% or more of Icapital Advisors, LLC
Institutional Capital Network, Inc.
Control person · since May 2014
- Owns 75% or more of Institutional Capital Network, Inc.
Icapital Inc.
Control person · since August 2022
Leadership
- Jeff McgoeyChief Executive Officer
- Brett ScholnickChief Financial Officer
- Christopher ThomeChief Compliance Officer
- Stephen JacobsGeneral Counsel
Staff
- 552 employees
- 46 in advisory functions
- 96 broker-dealer reps
Fees
Icapital Advisors is paid through a percentage of assets under management, subscription fees and fixed fees (other than subscription fees).
Icapital Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Icapital Advisors has 2 offices, with 3 listed addresses across 3 states.
Connecticut · 1 listed address
- 2 Greenwich Plaza, Greenwich
New Jersey · 1 listed address
- 214 Carnegie Center, Princeton
New York · 1 listed address
- 60 East 42nd Street, 26th Floor, New YorkHQ
Registration details
- Legal name
- Icapital Advisors, LLC
- Headquarters
- 60 East 42nd Street, 26th Floor, New York, NY 10165
- Phone
- 212-994-7400
- Website
- icapital.com
- SEC file
- 801-106690
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Icapital Advisors have?
Icapital Advisors has 1,314 clients and manages $149.9 billion for them, as of September 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Icapital Advisors offer?
Icapital Advisors provides portfolio management for pooled vehicles and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Icapital Advisors have?
Icapital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 552 employees, and 46 perform investment advisory functions. 96 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Icapital Advisors?
Icapital Advisors is owned through a holding company by Icapital Inc. Its direct owner is Institutional Capital Network, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Icapital Advisors get paid?
Icapital Advisors is paid through a percentage of assets under management, subscription fees and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file