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A Wide Variety of Quality Private Investment Opportunities and Hedge Funds

iCapital is the leader in providing the independent wealth advisory industry with a diverse selection of quality private equity, credit, real estate and hedge funds. By providing access to these funds, complemented by institutional-quality investment and operational due diligence, iCapital helps advisors achieve their client’s investment goals of growth, income and portfolio diversification.

Private Investment Opportunities

Hedge Fund Opportunities

Expertly Selected by the iCapital Research and Due Diligence Team

The iCapital Research & Diligence Team serves as an extension of an independent advisory firm, supplementing its practice with dedicated support on alternative investments – from product sourcing and diligence to comprehensive education and counsel on portfolio construction.

The iCapital Fund Selection Process

iCapital meets with hundreds of experienced fund managers each year and selects a small percentage of those to be featured on the iCapital flagship platform, covering the breadth of asset types and key strategies across the alternative investment landscape.

Anatomy of a Fund Review

Comprehensive Due Diligence to Monitor for Red Flags and Proactively Identify Issues for the Life of the Investment

• Attend GP Annual Meetings
• Quarterly update calls/webinars
• Regular calls/meetings
• Performance analysis
• Opportunity set review
• Ongoing quantitative analysis
• Cash flow planning
• Public news sources
• Personnel changes
• Regulatory items
• Fund amendments

Support Services


Insights on market trends and conditions and the risk/reward dynamics of investment strategies


Comprehensive educational tools on the fundamentals of private investing and new product structures


iCapital product experts are on hand to help build advisors’ understanding of investment strategies within a portfolio’s construction

Research and Due Diligence Leadership

More than 75 collective years of leadership and expertise in the identification and monitoring of quality alternative investment opportunities

Nick Veronis

Co-Founder & Managing Partner, Head of Portfolio Management

Kunal Shah

Managing Director,
Head of Private Asset Research & Model Portfolios

Joseph Burns

Managing Director, Head of Hedge Fund Research

Joanie O’Grady

Managing Director, Investment Communications & Monitoring

Steve Houston

Managing Director,
Co-Head of iCapital Solutions

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