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INVESTCORP INVESTMENT ADVISERS LLC

CRD 137790 · SEC 801-64942

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

280 PARK AVENUE, 36TH FLOOR, NEW YORK, NY, 10017, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.53B

Discretionary AUM

$5.50B

Team

71 total employees; 37 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2025-09-29

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

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Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles19$4.01B

States served

NY

Official SEC filing: View on IAPD