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Serving Financial Professionals Wherever They Choose to Practice

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Invest

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Manage

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Available on iCapital OS

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Testimonials

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“We view this partnership as instrumental in scaling our alternatives business and empowering advisors to provide clients with a broader and more complete range of portfolio solutions.”

Rob Sechan

Managing Partner (New Edge Capital Group) and
CEO and Co-Founder (NewEdge Wealth)
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“iCapital has been exceptional in who you have brought into the fold for us to present into client portfolios but now as entrepreneur in the independent world with a rapidly growing platform, the technology is absolutely vital to what we’re doing.”

Haig Ariyan

CEO
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Everything You Need to Grow Your Alternatives Business

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Discover

Education
Portfolio & Data Analytics
Origination & Diligence

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Distribute

Investment Structuring
Fund Marketing & Distribution
Investor Onboarding
Investment Execution

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Manage

Sales Reporting
Transaction Processing
Third Party Integrations
Fund & Client Reporting
Investor Management

Available on iCapital OS

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Testimonials

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“By partnering with iCapital and leveraging their leading technology platform, we are able to provide more efficient access to our alternative investment strategies to a larger set of investors beyond our core institutional footprint.”

Jeffery Hawkins

Deputy Managing Partner
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“iCapital has developed one of the industry’s most comprehensive technology solutions bridging the gap between alternative asset managers and wealth advisors…”

 

Stephanie Drescher

Partner and Chief Client and Product Developer
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Key Metrics

228.4
Platform2 Assets
$35.8B International3
1893
Funds Supported
111
Financial Professional Users
739
Fund Managers, Issuers, Insurance Carriers

As of 03/31/2025

Investment & Market Strategy

iCapital Market Pulse: Finding Areas of Conviction in an Uncertain Market Environment

Markets have rallied on trade talks moving in the right direction. However, uncertainty persists, and markets may have to price in a wide range of potential outcomes. In this environment, we continue to focus on areas where we have conviction such as income generating assets and structural themes like Infrastructure and AI.
Markets have rallied from their April 7th (Liberation day) low, as the S&P 500 is roughly 22% higher since then1. Equities have recovered on the back of better-than-expected economic (hard)…
May 15, 2025
finding areas of conviction

Thought Leadership

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Practice Management

Advisor Best Practices: How AlphaCore Uses iCapital Architect

An Inside Look at How an RIA Leverages iCapital Architect to Enhance Portfolios
May 12, 2025
To explore best practices, we spoke with Eric Gerster, CIO and Johann Lee, Director of Research at AlphaCore Wealth Advisory, an RIA that has deeply integrated Architect into their practice.…
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Practice Management

Beyond 60/40

MAY 2025
May 7, 2025
WELCOME TO OUR MONTHLY NEWSLETTER. 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  The source for navigating the world of alternative investments Technology evolution continues to improve all aspects of our lives, including the way we interact…
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Practice Management

Beyond 60/40 Video: Episode 38

Geopolitics and Trade Wars with Admiral Stavridis
May 6, 2025
Beyond 60/40 Video: Episode 38 On this special episode of Beyond 60/40, we are joined by joined by Admiral James Stavridis, Partner and Vice Chair of Global Affairs at The…

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