iCapital Advisors

iCapital Advisors provides non‑discretionary investment advisory and consulting services for institutional clients, family offices, trusts, nonprofits, pension and corporate retirement plans, and similar entities, offering customized portfolios across cash, fixed income, equities, ETFs, mutual funds and alternatives. The firm does not act as custodian or accept custody of client assets; managed assets remain with clients’ designated custodians.

The firm’s investment process combines top‑down fundamental analysis with technical analysis to set asset allocation, diversify risk, and guide security selection with an emphasis on capital preservation. While iCapital uses an asset‑based advisory fee model common among managers, it also offers consulting services billed on an hourly basis and operates on a non‑discretionary basis that requires client approval for trades.

iCapital reported zero assets under management as of December 31, 2024, which is a noteworthy operating detail for a firm describing institutional and pooled‑vehicle services. The firm’s principals have ongoing roles in affiliated venture capital vehicles and a family‑office advisor and share office space and certain overhead with those affiliates, a structural arrangement disclosed in the brochure that may be relevant to potential conflicts of interest.