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NEW YORK & ATLANTA — (GLOBE NEWSWIRE) — Gratus Capital (“Gratus”), an Atlanta-based investment advisory firm, announced today a partnership with iCapital1, the global fintech platform driving access to alternative investments for the wealth management industry. The collaboration will provide clients of Gratus with access to hedge fund investment strategies to diversify portfolios and better serve high-net-worth clients.

The new offering marks Gratus’ initial phase of a comprehensive long-term strategy, aiming to redefine the deployment of financial advising talent, enhance internal strategy frameworks and create a diverse marketplace offering alternative investment opportunities for clients of Gratus.

“This collaboration underscores our firm’s dedication to greater precision and performance in client portfolios to support personalized wealth goals and drive future planning decisions,” said Hank McLarty, Founder and CEO of Gratus Capital. “It sets the stage for what we hope will be a series of Gratus hedge fund offerings designed to enhance alternative investing opportunities in desired asset classes. Our goal is clear: to empower private wealth clients with diversified portfolios built for sustained growth.”

Based on the appetite for the initial hedge fund strategy, the Gratus team will leverage valuable insights to expand its menu of future private market investing opportunities.

“This new offering represents another milestone in the development of our investment capabilities. Not only does the partnership model of fund management align interests, but it also gives Gratus exposure to very talented investment professionals that we wouldn’t otherwise have,” said Gratus Chief Investment Officer Todd Jones. “iCapital is a well-regarded institutional-quality technology company that enhances our ability to meet the needs of larger, more sophisticated clients, while also delivering an exceptional product to our existing wealth management clients.”

“We are proud to partner with Gratus to provide advisors with greater access to the private markets,” said Lawrence Calcano, Chairman and CEO of iCapital. “We are committed to continuing the transformative work iCapital is doing with our partners to help the wealth management industry meet the growing demand for alternative investments, and to provide innovative solutions and the operating systems that have the potential to deliver better outcomes for advisors and their clients.”

About Gratus Capital

Founded in 2005, Atlanta-based Gratus Capital was launched on the belief that there is a more valuable way for advisors to work with clients. From the Latin word meaning grateful, Gratus Capital was built as a boutique alternative to the oversized, impersonal, sales-driven wealth management corporation. The firm provides customized hands-on financial advice and unrivaled service, delivering exceptional value to clients nationwide. Gratus Capital has been listed as one of Forbes Top 250 Wealth Advisors in the country for each of the past eight years. For more about the firm, visit:

Gratus Capital, LLC (Gratus) is a limited liability company that provides investment advisory services, financial planning and other wealth management services to individuals and businesses. Gratus is an SEC Registered Investment Adviser and a wholly-owned subsidiary of Focus Financial Partners. Registration with the SEC does not imply any level of skill or training. Our Form ADV is available upon request.

About iCapital

iCapital powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $184.7 billion2 in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employs more than 1,450 people globally, and has 17 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024 and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2020, 2021, 2022, and 2023.

For more information, visit | Twitter (X): @icapitalnetwork | LinkedIn:

Contact Data
Jay Scott
Gratus Capital
[email protected]

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1. iCapital, Inc., and its affiliates (together, “iCapital”).
2. As of March 31, 2024


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ALTERNATIVE INVESTMENTS ARE CONSIDERED COMPLEX PRODUCTS AND MAY NOT BE SUITABLE FOR ALL INVESTORS. Prospective investors should be aware that an investment in an alternative investment is speculative and involves a high degree of risk. Alternative Investments often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; can be highly illiquid; may not be required to provide periodic pricing or valuation information to investors; may involve complex tax structures and delays in distributing important tax information; are not subject to the same regulatory requirements as mutual funds; and often charge high fees. There is no guarantee that an alternative investment will implement its investment strategy and/or achieve its objectives, generate profits, or avoid loss. An investment should only be considered by sophisticated investors who can afford to lose all or a substantial amount of their investment.

iCapital Markets LLC operates a platform that makes available financial products to financial professionals. In operating this platform, iCapital Markets LLC generally earns revenue based on the volume of transactions that take place in these products and would benefit by an increase in sales for these products.

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