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CRD 310587
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ICAPITAL INC. | Owner | E | yes | 08/2022 | Mar 27, 2024 | Mar 27, 2024 |
| ICAPITAL RFA HOLDING LLC | MANAGING MEMBER | E | yes | 08/2020 | Sep 23, 2020 | Mar 27, 2024 |
| INSTITUTIONAL CAPITAL NETWORK INC. | MANAGING MEMBER | F | yes | 08/2020 | Sep 23, 2020 | Mar 27, 2024 |
| JACOBS, STEPHEN, CRAIG | GENERAL COUNSEL | Na | yes | 08/2020 | Sep 23, 2020 | Mar 27, 2024 |
| SCHOLNICK, BRETT, EVAN | CHIEF FINANCIAL OFFICER | Na | yes | 07/2023 | Aug 15, 2023 | Mar 27, 2024 |
| SMITH, ROBERT, FREDERICK | CLASS A SHAREHOLDER | C | yes | 07/2015 | Aug 15, 2023 | Mar 27, 2024 |
| THOME, CHRISTOPHER, WESLEY | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2020 | Sep 23, 2020 | Mar 27, 2024 |
| VERONIS, NICHOLAS, O' MALLEY | CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER | Na | yes | 07/2023 | Sep 23, 2020 | Mar 27, 2024 |
| VHG CAPITAL, L.P. | Owner | E | yes | 06/2023 | Aug 15, 2023 | Mar 27, 2024 |
| WARBURG PINCUS LLC | SOLE MEMBER | E | yes | 06/2023 | Aug 15, 2023 | Mar 27, 2024 |
| KKR & CO. GP LLC | GENERAL PARTNER | F | no | 01/2020 | Sep 23, 2020 | Mar 27, 2024 |
| KKR & CO. INC. | Shareholder | E | no | 07/2018 | Sep 23, 2020 | Mar 27, 2024 |
| KKR GROUP HOLDINGS CORP. | GENERAL PARTNER | F | no | 01/2020 | Sep 23, 2020 | Mar 27, 2024 |
| KKR GROUP PARTNERSHIP L.P. | SOLE MEMBER | E | no | 01/2020 | Sep 23, 2020 | Mar 27, 2024 |
| KKR GROUP PARTNERSHIP L.P. | LIMITED PARTNER | E | no | 01/2020 | Sep 23, 2020 | Mar 27, 2024 |
| KKR HOLDCO LLC | SOLE MEMBER | E | no | 01/2020 | Sep 23, 2020 | Mar 27, 2024 |
| KKR HOLDINGS GP LIMITED | GENERAL PARTNER | F | no | 08/2007 | Sep 23, 2020 | Mar 27, 2024 |
| KKR HOLDINGS L.P. | LIMITED PARTNER | C | no | 01/2020 | Sep 23, 2020 | Mar 27, 2024 |
| KKR IKPMF ALTERNATIVE HOLDINGS LLC | Member | A | no | 08/2020 | Sep 23, 2020 | Mar 27, 2024 |
| KOHLBERG KRAVIS ROBERTS & CO. L.P. | Member | E | no | 06/2020 | Sep 23, 2020 | Mar 27, 2024 |
| KRAVIS, HENRY, ROBERTS | CLASS A SHAREHOLDER | C | no | 10/2009 | Sep 23, 2020 | Mar 27, 2024 |
| ROBERTS, GEORGE, ROSENBERG | CLASS A SHAREHOLDER | C | no | 10/2009 | Sep 23, 2020 | Mar 27, 2024 |
| VISTA ADVISER SPV, LLC | Member | A | no | 06/2023 | Aug 15, 2023 | Mar 27, 2024 |
| VISTA HOLDINGS GROUP, LP | Owner | E | no | 10/2021 | Aug 15, 2023 | Mar 27, 2024 |
| WARBURG PINCUS PROSVASI MANAGER LLC | Member | A | no | 06/2023 | Aug 15, 2023 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ICAPITAL ADVISORS, LLC | n/a | Asset manager | $150B | N | yes | n/a |
| ALPHAKEYS FUND ADVISOR, L.L.C. | n/a | Former SEC adviser | $7.0B | N | yes | n/a |
| OUTCOME DRIVEN STRATEGIES, LLC | n/a | Asset manager | $360M | N | yes | n/a |
| ALAIA CAPITAL, LLC | n/a | No RAUM reported | $0 | N | yes | n/a |
| ALPHAKEYS STRATEGIES, L.L.C. | n/a | n/a | n/a | N | yes | n/a |
| GLENDOWER ACCESS SECONDARY OPPORTUNITIES IV GP LLC | n/a | n/a | n/a | N | yes | n/a |
| GLENDOWER ACCESS SECONDARY OPPS GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL AI GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL AI MANAGER LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL ALTERNATIVE INVESTMENTS LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL ANNUITIES AND INSURANCE SERVICES LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL DIRECT GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL HF GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL II GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL LUXEMBOURG STRATEGIES GP,SARL | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL MARKETS LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL MLP FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL NETWORK CANADA GP LTD. | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL NETWORK CANADA LTD. | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL PE GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL PRIVATE EQUITY OFFSHORE LTD. | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL STRATEGIES II LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL STRATEGIES LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL STRATEGIES MANAGER LLC | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL UK SERVICES LTD. | n/a | n/a | n/a | N | yes | n/a |
| ICAPITAL-ROYALTY I GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ICN OAK MGMT, LLC | n/a | n/a | n/a | N | yes | n/a |
| ICN/SOFI MGMT. LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 13, 2026 | $1.2B | $1.2B | 162 | 21 | 1 | n/a | n/a |
| 2024 | Mar 20, 2025 | $918M | $918M | 115 | 10 | 1 | n/a | n/a |
| 2023 | Mar 27, 2024 | $737M | $737M | 188 | 15 | 0 | n/a | n/a |
| 2022 | Mar 14, 2023 | $562M | $562M | 176 | 17 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $552M | $552M | 75 | 7 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $438M | $438M | 138 | 7 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $918M | 32.7% | $562M | 29.4% | 162 | 115 | 1 | 1 |