Investcorp Investment Solutions LLC

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Client assets under management

$2,786,000,000

Clients

Advisors

of 6 employees

Firm type

No Active Advisors

Clients per advisor

—

Average account size

—

About

Investcorp Investment Solutions LLC provides discretionary investment management and chief investment officer (CIO) services to insurance carriers. The firm’s brochure notes it currently manages a single, affiliated insurance carrier account and acts under written Investment Guidelines to supervise and direct the accounts’ investments.

IIS LLC describes a broad, flexible investment program spanning equities, debt, loans, mortgage- and asset-backed securities, derivatives, foreign currencies and other instruments, and it may employ hedging and leverage as part of portfolio management. The firm conducts formal due diligence and monthly investment-team reviews and routinely delegates certain advisory functions to sub‑advisers, which may include affiliated managers.

Distinctive aspects include a primary focus on institutional insurance clients and regulatory assets under management of about $2.7 billion concentrated in a single insurance account, a profile that yields a high AUM-per-firm metric relative to peers. The brochure also discloses material affiliations — including an affiliated broker‑dealer and affiliated investment manager and credit management entities — and notes that accounts may invest in private investment funds managed by affiliates while IIS LLC itself is not presented as a private fund adviser, creating potential conflicts tied to affiliate compensation arrangements.

Client services

Portfolio management

Main office location

Investcorp Investment Solutions LLC

280 Park Avenue, 36 W

New York NY 10017, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

212-599-4700

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