Falists
← Back to search

INVESTCORP INVESTMENT SOLUTIONS LLC

CRD 314925 · SEC 801-121570

Advisory firmLLC

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

280 PARK AVENUE, 36W, NEW YORK, NY, 10017, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.79B

Discretionary AUM

$2.79B

Team

6 total employees; 5 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

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • 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.

  • Better Business Bureau

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (institutions)

States served

NY

Official SEC filing: View on IAPD