Firm profile

INVESTCORP INVESTMENT SOLUTIONS LLC

NEW YORK, NYCRD 314925Latest ADV September 29, 2025

Investcorp Investment Solutions LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated September 29, 2025, reports $2.8B in regulatory assets under management, 6 employees, and 1 account.

Assets Under Management
$2.8B
Employees
6
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
280 PARK AVENUE, 36W, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 599-4700
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOSami Qasimi
CIOTodd Fonner

Advisory services offered

1 types reported
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.8Bas of September 29, 2025
Discretionary100.0%
$2.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.8B
Total Accounts1
10Y AUM Change+$2.8B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee—
10Y Employee Change+4 (+200.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.