Investcorp Investment Solutions LLC

CRD#314925
Investment Advisor Firm

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Learn more about Investcorp Investment Solutions LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Investcorp Investment Solutions LLC is a financial advisory firm located in New York, New York. Investcorp Investment Solutions LLC has $99.2 million in assets under management over one client account. The company has a small team, including 2 financial advisors. Investcorp Investment Solutions LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as stocks, options and bonds.

    Investcorp Investment Solutions LLC manages all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor makes transaction decisions for the client's account without needing the customer's permission. The advisory firm oversees about $99.2 million for every account. The average financial advisor at Investcorp Investment Solutions LLC administers fewer than one client account, placing it among the most personalized advisor firms in the country.

    The company's headquarters is at 280 Park Avenue, New York, New York 10017. The firm is legally permitted to provide services to customers in the state of New York.

    Assets Under Management

    $99.2 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    280 Park Avenue
    New York, NY 10017

    Investcorp Investment Solutions LLC by the Numbers

    Total Assets Under Management

    $99.2 million

    National Average: $8.6 billion
    Total Number of Employees

    3

    National Average: 64
    Total Number of Accounts

    1

    National Average: 375,227
    Average Account Size

    $99.2 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors usually are based on the services provided. Fees charged by the company can include any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Investcorp Investment Solutions LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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