Investment adviser · CRD 109011

INVESTACORP ADVISORY SERVICES INC

Investment adviser filing (IA)

MIAMI, FL, United States · Form ADV filed Jun 26, 2020

Regulatory AUM: $2.24B
Client accounts: 9,856
Employees: 260
Advisory professionals: 260

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	6,834	$1,142,053,671	51.1%
High-net-worth individuals	2,922	$1,055,892,862	47.2%
Corporations & businesses	68	$24,958,063	1.1%
Retirement plans	32	$13,602,683	0.6%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1438098 · Jun 26, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 26, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4400 BISCAYNE BLVD, 11TH FLOOR
MIAMI, FL, 33137, United States

CRD 109011

Filing source

Form ADV 1438098 · Jun 26, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.