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INVESTCORP INVESTMENT ADVISERS LLC

NEW YORK, NY · CRD 137790 · IAPD ↗ · bisontipartners.com · 212-599-4700

$6.19BRegulatory AUM
40Advisory reps
52Employees
54Clients
n/aPlanning clients
55Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
December 2025 — INVESTCORP INVESTMENT ADVISERS LLC shrank from 46 to 37 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
December 2025 — INVESTCORP INVESTMENT ADVISERS LLC reported RAUM up 30% ($4.27B -> $5.53B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.