Investcorp Absolute Return Investments LLC
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Overview
Investcorp Absolute Return Investments LLC operates as a financial advisor firm based in New York, New York. The company has $1.3 billion in assets under management over five accounts, making it one of the larger firms in the United States by assets under management (AUM). It has a small team, including 5 financial advisors. Investcorp Absolute Return Investments LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as options, bonds and stocks.
Investcorp Absolute Return Investments LLC administers all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing to seek the client's permission. The investment advisory firm oversees roughly $251.2 million in assets for every account. An average advisor at Investcorp Absolute Return Investments LLC manages around one client account, making it one of the most personalized financial advisor firms in the country.
Investcorp Absolute Return Investments LLC's headquarters is located at 280 Park Avenue, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Investcorp Absolute Return Investments LLC by the Numbers
$1.3 billion
7
5
$251.2 million
Products and Services
Investcorp Absolute Return Investments LLC provides a variety of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients. The firm is also affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely are based on which services are provided. However, fees charged by the company most likely include some blend of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its five accounts, Investcorp Absolute Return Investments LLC's biggest client group by number of accounts is pooled investment vehicles. About 80% of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Investcorp Absolute Return Investments LLC does not have any disclosures.
Please visit its Form ADV for more details.
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