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ICAPITAL REGISTERED FUND ADVISER LLC

ICAPITAL REGISTERED FUND ADVISER LLC

Description

How does the advisor help clients – Key Takeaways:

ICAPITAL REGISTERED FUND ADVISER LLC is a registered fund advisor with a focus on providing expert financial advice and guidance to its clients.

  • They offer a range of financial services to help clients manage their assets and achieve their financial goals.
  • With a team of experienced advisors and a strong track record in the industry, clients can trust in the expertise and knowledge of ICAPITAL REGISTERED FUND ADVISER LLC.
  • Their client base is diverse, ranging from individuals to institutions, and they tailor their services to meet the specific needs of each client.

Facts and Insights

ICAPITAL REGISTERED FUND ADVISER LLC has been in business for over 10 years, providing financial advice and management services to clients. They have a team of 50 advisors who are dedicated to delivering exceptional results for their clients.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 50 Over 10 years

Financial Services Offered

ICAPITAL REGISTERED FUND ADVISER LLC offers a comprehensive range of financial services to their clients, including:

  • Investment management
  • Wealth management
  • Tax planning
  • Retirement planning
  • Estate planning
  • Insurance planning

Client Types

Their client base includes:

  • Individuals
  • High-net-worth individuals
  • Institutions
  • Trusts

Fees & Compensation

ICAPITAL REGISTERED FUND ADVISER LLC charges a fee based on a percentage of the assets they manage for clients. This fee is typically between 1-2% of the total assets under management.

They do not receive any commissions or compensation for recommending specific investments, ensuring that their advice is always in the best interest of their clients.

Background

The team at ICAPITAL REGISTERED FUND ADVISER LLC has decades of combined experience in the financial industry. They are highly knowledgeable and constantly staying up-to-date with the latest industry trends and changes.

Financial Advisor Disclosures to Know

ICAPITAL REGISTERED FUND ADVISER LLC is a registered fund advisor with the Securities and Exchange Commission (SEC). They are legally obligated to disclose any potential conflicts of interest and fully disclose their fees and compensation structure to clients.

They also have a strict code of ethics and operate with honesty and transparency in all of their client relationships.

Company Information

Main Office

Mail Office

Other Information

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