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IKARIAN CAPITAL

DALLAS, TX · CRD 281880 · IAPD ↗ · 214-276-0670

$698.0MRegulatory AUM
3Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2025 — IKARIAN CAPITAL notice-filed in MI, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — IKARIAN CAPITAL shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2025 — IKARIAN CAPITAL added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — IKARIAN CAPITAL crossed $500M in regulatory AUM ($375.1M -> $565.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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