iCapital Network

Hedge Funds / Private Equity

iCapital Network is a financial technology platform that provides modular alternative investment solutions for advisory professionals including registered investment advisors, broker-dealers, private banks and family offices. Our mission is to make high-quality private investments accessible to all qualified investors while enabling managers to reach new sources of capital. The state- of -the-art online portal offers a curated selection of private equity, private credit, venture capital, real estate and hedge funds, along with extensive due diligence support, an electronic subscription process and integration with a wide range of custodial platforms and reporting packages. Wealth managers also use iCapital ’ s customizable technology and specialized suite of administrative services to support bespoke investment products of their own design.


iCapital Network Launches and Deepens Hedge Fund Offering for Advisory Community

iCapital Network ’ s mission is to democratize alternative investments for advisors and their high-net-worth clients. Through its state- of -the-art technology platform, iCapital provides access to a curated selection of institutional-quality alternative investments at lower minimums than are available on a direct basis to empower advisors and other sophisticated investors as they increase their allocations to alternative asset classes and build thoughtful, diversified portfolios.


Strategic HF Expansion

· In March 2016, iCapital acquired the HedgeFocus portfolio of HF feeders from Credit Suisse, which contained $1.8 billion in assets in a variety of HF strategies run by established managers.

· As of April 2017, iCapital is expanding its existing relationship with Fidelity Institutional to offer their network of 3,500 RIAs, BDs, family offices and banks with seamless access to iCapital ’ s HF offerings.

Robust Menu

Since March 2016, iCapital has concentrated on building an attractive menu of HFs for advisors around core investment strategies to ensure a selection of fully vetted funds for a wide range of market conditions, including two or more options and offshore vehicles in each of the following categories: multi-strategy, event driven, credit, long / short equity, and global macro / managed futures / CTAs.

Bench Strength

iCapital has methodically developed its HF expertise to support advisors in their due diligence and portfolio construction efforts. Key hires since March 2016 include Eileen Duff to oversee distribution, veteran HF thought leader, Joe Burns to oversee HF origination & diligence, and Nick Oates on the HF diligence team. It also established a relationship with Atrato Advisors to complement investment research and risk management.

Category Finalists

Key Business Leader

Lawrence Calcano
Chief Executive Officer

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