DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Icapital Advisors, LLC
Icapital Advisors, LLC
Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
corporate parent: Icapital Inc.
Importance
8
low
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
2
low
Identity and regulatory footprint
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- 60 EAST 42ND STREET, New York, NY, 10165adviserinfo.sec.gov
- Business phone
- 212-994-7400adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Dec 13, 2024
- Private funds reported
- 649 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $85Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $86Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 384
- Owners on Schedule A
- Icapital Inc. (Owner), E; Institutional Capital Network, Inc. (Managing Member), E
- business phone
- 212-994-7400adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, fintech, marketplaces, edtech, media
- Stages
- not stated or not yet read
- Geography
- global, middle east, new york, worldwide
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Icapital- Kv Seed C Access Fund, L.P. | Seed fund · ADV: Other Private Fund | 2016 adv first reported | Harvest | $39.7M Dec 13, 2024 | 47 | $0 | Dec 1, 2015 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
5 current, 9 departed
Eileen Duff Blalock
Founder or executiveChief Executive Officer · since Jun 1, 2024
Separately Managed Accounts
OtherResearch & Due Diligence
Brett Evan Scholnick
Platform and operationsChief Financial Officer · since Jun 1, 2024
Christopher Wesley Thome
Platform and operationsChief Compliance Officer · since Mar 1, 2019
Stephen Craig Jacobs
Platform and operationsGeneral Counsel · since Oct 1, 2019
9 departed (kept with end dates)
- Lawrence Vito Calcano · Chief Executive Officer · May 1, 2014 to Jul 10, 2024 Inference
- Consolidated Reporting · Learn Investment Research · ? to Sep 16, 2026 Inference
- Daniel John Vene · Member · May 1, 2014 to Jul 1, 2022 Inference
- Nicholas O' Malley Veronis · Chief Investment Officer · May 1, 2014 to Oct 11, 2024 Inference
- Philip Bemis Pool · Member · May 1, 2014 to Jul 1, 2022 Inference
- Michael David Kushner · Chief Financial Officer · May 1, 2019 to Jul 10, 2024 Inference
- Michael Paul Stanton · Chief Compliance Officer · Jul 1, 2015 to Mar 28, 2019 Inference
- Shaun Phillip Mulreed · General Counsel · May 1, 2014 to Sep 22, 2016 Inference
- Thomas Marcel Fortin · Chief Operations Officer · Dec 1, 2017 to Oct 7, 2022 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
20 dated events
- Sep 16, 2026Consolidated Reporting (Learn Investment Research) no longer on the team page of Icapital Advisors, LLCPerson leftPeopleInferenceConsolidated ReportingVenture organization websites (about, team, portfolio, thesis, news pages)
- Oct 11, 2024Nicholas O' Malley Veronis (Chief Investment Officer) no longer on Schedule A of Icapital Advisors, LLC
- Jul 10, 2024Lawrence Vito Calcano (Chief Executive Officer) no longer on Schedule A of Icapital Advisors, LLC
- Jul 10, 2024Michael David Kushner (Chief Financial Officer) no longer on Schedule A of Icapital Advisors, LLC
- Jun 1, 2024Eileen Duff Blalock joined Schedule A of Icapital Advisors, LLC as Chief Executive Officer
- Jun 1, 2024Brett Evan Scholnick joined Schedule A of Icapital Advisors, LLC as Chief Financial Officer
- Oct 7, 2022Thomas Marcel Fortin (Chief Operations Officer) no longer on Schedule A of Icapital Advisors, LLC
- Jul 1, 2022Philip Bemis Pool (Member) no longer on Schedule A of Icapital Advisors, LLC
- Jul 1, 2022Daniel John Vene (Member) no longer on Schedule A of Icapital Advisors, LLC
- Oct 1, 2019Stephen Craig Jacobs joined Schedule A of Icapital Advisors, LLC as General Counsel
- May 1, 2019Michael David Kushner joined Schedule A of Icapital Advisors, LLC as Chief Financial Officer
- Mar 28, 2019Michael Paul Stanton (Chief Compliance Officer) no longer on Schedule A of Icapital Advisors, LLC
- Mar 1, 2019Christopher Wesley Thome joined Schedule A of Icapital Advisors, LLC as Chief Compliance Officer
- Dec 1, 2017Thomas Marcel Fortin joined Schedule A of Icapital Advisors, LLC as Chief Operations Officer
- Sep 22, 2016Shaun Phillip Mulreed (General Counsel) no longer on Schedule A of Icapital Advisors, LLC
- Mar 30, 2016Icapital- Kv Seed C Access Fund, L.P. first reported on Form ADV by Icapital Advisors, LLC (Venture Capital Fund), GAV $12,350,000Fund first reported on Form ADVFundsFactIcapital- Kv Seed C Access Fund, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 1, 2015Michael Paul Stanton joined Schedule A of Icapital Advisors, LLC as Chief Compliance Officer
- Mar 30, 2015Icapital Advisors, LLC first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- May 1, 2014Lawrence Vito Calcano joined Schedule A of Icapital Advisors, LLC as Managing Partner
- May 1, 2014Shaun Phillip Mulreed joined Schedule A of Icapital Advisors, LLC as General Counsel
Classification history
- Sep 12, 2026Corporate venture (candidate, 50%, cls-1)corporate parent: Icapital Inc.
Evidence
56 observations from 2 sources