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INVESTACORP ADVISORY SERVICES INC
MIAMI, FL
305-557-3000
SEC #801-57738Total AUM
$2.2B
Employees
260Clients
9,862Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4400 BISCAYNE BLVD
11TH FLOOR
MIAMI
FL 33137
United States
11TH FLOOR
MIAMI
FL 33137
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
305-557-3000
Other Offices
123
Financials
Total AUM
$2.2B
Accounts
9,856Discretionary
$1.8B
Accounts
7,057Non-Discretionary
$479.7M
Accounts
2,799
Clients
Individual Clients
6,834AUM
$1.1B
HNW Individual Clients
2,922AUM
$1.1B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
32AUM
$13.6M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
68AUM
$25M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE RATE FEES
Compliance
Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.