Chief Financial Officer · Icapital Advisors, LLC
Brett E. Scholnick
CRD 5187735 · Named on Form ADV at 4 SEC-registered advisers
At a glance
Icapital Advisors, LLC, an SEC-registered private fund adviser based in New York, NY with $149.9 billion in regulatory assets, lists Brett E. Scholnick on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Brett at 3 other registered advisers.
Firms and roles
- Icapital Advisors, LLCChief Financial OfficerPrivate fund adviser · New York, NY · $150B in regulatory assets
- Icapital Registered Fund Adviser LLCChief Financial OfficerAsset manager · New York, NY · $1.2B in regulatory assets
- Icapital Fund Advisors LLCChief Financial OfficerAsset manager · New York, NY · $1.1B in regulatory assets
- Idirect Private Credit Advisors LLCChief Financial OfficerAsset manager · New York, NY · $291M in regulatory assets
AtlasMembers
Brett’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 4 firmsLocked
- Control-person status
- 4 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stephen C. JacobsGeneral Counsel, Icapital Advisors, LLC
- Christopher W. ThomeChief Compliance Officer, Icapital Advisors, LLC
- Jeff E. McgoeyChief Executive Officer, Icapital Advisors, LLC
- Nicholas O. VeronisChief Executive Officer & Chief Investment Officer, Icapital Registered Fund Adviser LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.