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INVESTCORP INVESTMENT SOLUTIONS LLC

NEW YORK, NY · CRD 314925 · IAPD ↗ · 212-599-4700

$4.72BRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
October 2026 — INVESTCORP INVESTMENT SOLUTIONS LLC reported RAUM up 70% ($2.79B -> $4.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
December 2025 — INVESTCORP INVESTMENT SOLUTIONS LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
December 2025 — INVESTCORP INVESTMENT SOLUTIONS LLC reported RAUM up 152% ($1.11B -> $2.79B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
October 2024 — INVESTCORP INVESTMENT SOLUTIONS LLC crossed $1B in regulatory AUM ($356.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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