INVESTACORP ADVISORY SERVICES INC
CRD #109011 SEC #801-57738 MIAMI, FL 305-557-3000
SEC Registered Broker-Dealer Disclosures
Total AUM
$2.2B
Discretionary
$1.8B
Employees
260
Clients
51
Accounts
9,856
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $2.2B | $1.8B | $479.7M | 260 | 65 |
| Jun 2020 | $2.2B | $1.8B | $479.7M | 260 | 65 |
| Mar 2020 | $2.2B | $1.8B | $479.7M | 260 | 65 |
| Mar 2020 | $2.6B | $2B | $563.4M | 260 | 65 |
| Mar 2019 | $2.4B | $1.9B | $475.1M | 270 | 50 |
| Mar 2018 | $2B | $1.8B | $167.2M | 265 | 5 |
| Sep 2017 | $2.1B | $243.2M | $1.9B | 260 | 5,800 |
| Mar 2017 | $1.6B | $117.8M | $1.5B | 260 | 5,800 |
| Mar 2016 | $1.6B | $122.6M | $1.5B | 252 | 6,200 |
| Mar 2015 | $1.6B | $124.6M | $1.5B | 255 | 6,700 |
| Jan 2015 | $1.5B | $64.3M | $1.5B | 232 | 7,000 |
| Oct 2014 | $1.5B | $64.3M | $1.5B | 232 | 7,000 |
| Sep 2014 | $1.5B | $64.3M | $1.5B | 232 | 7,000 |
| Mar 2014 | $1.5B | $64.3M | $1.5B | 232 | 7,000 |
| Aug 2013 | $1.3B | $132M | $1.2B | 223 | 6,500 |
| Mar 2013 | $1.3B | $132M | $1.2B | 223 | 6,500 |
| Jun 2012 | $1.3B | $90.1M | $1.2B | 51 | 6,900 |
| May 2012 | $1.3B | $90.1M | $1.2B | 51 | 6,900 |
| Mar 2012 | $1.3B | $90.1M | $1.2B | 51 | 6,900 |
| Dec 2011 | $1.1B | $71.1M | $1B | 51 | 5,500 |
| May 2011 | $1.1B | $71.1M | $1B | 51 | -- |
| Apr 2011 | $1.1B | $71.1M | $1B | 51 | -- |
| Nov 2010 | $816.1M | $65.3M | $750.8M | 51 | -- |
| Oct 2010 | $816.1M | $65.3M | $750.8M | 51 | -- |
| Oct 2010 | $816.1M | $65.3M | $750.8M | 51 | -- |
| Oct 2010 | $816.1M | $65.3M | $750.8M | 51 | -- |
| Jul 2010 | $816.1M | $65.3M | $750.8M | 51 | -- |
| Apr 2010 | $816.1M | $65.3M | $750.8M | 51 | -- |
| Mar 2010 | $816.1M | $65.3M | $750.8M | 51 | -- |
| Apr 2009 | $444.1M | $420.2K | $443.7M | 51 | -- |
| Mar 2008 | $461.2M | $0 | $461.2M | 51 | -- |
| Mar 2008 | $461.2M | $0 | $461.2M | 51 | -- |
| Jan 2008 | $465.9M | $0 | $465.9M | 51 | -- |
| May 2007 | $336.9M | $0 | $336.9M | 51 | -- |
| Mar 2007 | $336.9M | $0 | $336.9M | 51 | -- |
| Mar 2006 | $242.3M | $0 | $242.3M | 51 | -- |
| Apr 2004 | $160.4M | $0 | $160.4M | 51 | -- |
| Mar 2004 | $160.4M | $0 | $160.4M | 51 | -- |
| Mar 2002 | $60.6M | $0 | $60.6M | 51 | -- |
| Mar 2002 | $60.6M | $0 | $60.6M | 51 | -- |
| Oct 2001 | $56.4M | $0 | $56.4M | 51 | -- |
| Oct 2001 | $56.4M | $0 | $56.4M | 51 | -- |
| Oct 2001 | $56.4M | $0 | $56.4M | 51 | -- |
DateJun 2020
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$479.7M
Employees260
Clients65
DateJun 2020
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$479.7M
Employees260
Clients65
DateMar 2020
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$479.7M
Employees260
Clients65
DateMar 2020
Total AUM$2.6B
Discretionary$2B
Non-Disc.$563.4M
Employees260
Clients65
DateMar 2019
Total AUM$2.4B
Discretionary$1.9B
Non-Disc.$475.1M
Employees270
Clients50
DateMar 2018
Total AUM$2B
Discretionary$1.8B
Non-Disc.$167.2M
Employees265
Clients5
DateSep 2017
Total AUM$2.1B
Discretionary$243.2M
Non-Disc.$1.9B
Employees260
Clients5,800
DateMar 2017
Total AUM$1.6B
Discretionary$117.8M
Non-Disc.$1.5B
Employees260
Clients5,800
DateMar 2016
Total AUM$1.6B
Discretionary$122.6M
Non-Disc.$1.5B
Employees252
Clients6,200
DateMar 2015
Total AUM$1.6B
Discretionary$124.6M
Non-Disc.$1.5B
Employees255
Clients6,700
DateJan 2015
Total AUM$1.5B
Discretionary$64.3M
Non-Disc.$1.5B
Employees232
Clients7,000
DateOct 2014
Total AUM$1.5B
Discretionary$64.3M
Non-Disc.$1.5B
Employees232
Clients7,000
DateSep 2014
Total AUM$1.5B
Discretionary$64.3M
Non-Disc.$1.5B
Employees232
Clients7,000
DateMar 2014
Total AUM$1.5B
Discretionary$64.3M
Non-Disc.$1.5B
Employees232
Clients7,000
DateAug 2013
Total AUM$1.3B
Discretionary$132M
Non-Disc.$1.2B
Employees223
Clients6,500
DateMar 2013
Total AUM$1.3B
Discretionary$132M
Non-Disc.$1.2B
Employees223
Clients6,500
DateJun 2012
Total AUM$1.3B
Discretionary$90.1M
Non-Disc.$1.2B
Employees51
Clients6,900
DateMay 2012
Total AUM$1.3B
Discretionary$90.1M
Non-Disc.$1.2B
Employees51
Clients6,900
DateMar 2012
Total AUM$1.3B
Discretionary$90.1M
Non-Disc.$1.2B
Employees51
Clients6,900
DateDec 2011
Total AUM$1.1B
Discretionary$71.1M
Non-Disc.$1B
Employees51
Clients5,500
DateMay 2011
Total AUM$1.1B
Discretionary$71.1M
Non-Disc.$1B
Employees51
Clients--
DateApr 2011
Total AUM$1.1B
Discretionary$71.1M
Non-Disc.$1B
Employees51
Clients--
DateNov 2010
Total AUM$816.1M
Discretionary$65.3M
Non-Disc.$750.8M
Employees51
Clients--
DateOct 2010
Total AUM$816.1M
Discretionary$65.3M
Non-Disc.$750.8M
Employees51
Clients--
DateOct 2010
Total AUM$816.1M
Discretionary$65.3M
Non-Disc.$750.8M
Employees51
Clients--
DateOct 2010
Total AUM$816.1M
Discretionary$65.3M
Non-Disc.$750.8M
Employees51
Clients--
DateJul 2010
Total AUM$816.1M
Discretionary$65.3M
Non-Disc.$750.8M
Employees51
Clients--
DateApr 2010
Total AUM$816.1M
Discretionary$65.3M
Non-Disc.$750.8M
Employees51
Clients--
DateMar 2010
Total AUM$816.1M
Discretionary$65.3M
Non-Disc.$750.8M
Employees51
Clients--
DateApr 2009
Total AUM$444.1M
Discretionary$420.2K
Non-Disc.$443.7M
Employees51
Clients--
DateMar 2008
Total AUM$461.2M
Discretionary$0
Non-Disc.$461.2M
Employees51
Clients--
DateMar 2008
Total AUM$461.2M
Discretionary$0
Non-Disc.$461.2M
Employees51
Clients--
DateJan 2008
Total AUM$465.9M
Discretionary$0
Non-Disc.$465.9M
Employees51
Clients--
DateMay 2007
Total AUM$336.9M
Discretionary$0
Non-Disc.$336.9M
Employees51
Clients--
DateMar 2007
Total AUM$336.9M
Discretionary$0
Non-Disc.$336.9M
Employees51
Clients--
DateMar 2006
Total AUM$242.3M
Discretionary$0
Non-Disc.$242.3M
Employees51
Clients--
DateApr 2004
Total AUM$160.4M
Discretionary$0
Non-Disc.$160.4M
Employees51
Clients--
DateMar 2004
Total AUM$160.4M
Discretionary$0
Non-Disc.$160.4M
Employees51
Clients--
DateMar 2002
Total AUM$60.6M
Discretionary$0
Non-Disc.$60.6M
Employees51
Clients--
DateMar 2002
Total AUM$60.6M
Discretionary$0
Non-Disc.$60.6M
Employees51
Clients--
DateOct 2001
Total AUM$56.4M
Discretionary$0
Non-Disc.$56.4M
Employees51
Clients--
DateOct 2001
Total AUM$56.4M
Discretionary$0
Non-Disc.$56.4M
Employees51
Clients--
DateOct 2001
Total AUM$56.4M
Discretionary$0
Non-Disc.$56.4M
Employees51
Clients--