# Investcorp Investment Advisers LLC

> Investcorp Investment Advisers LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 137790
- Filed as: INVESTCORP INVESTMENT ADVISERS LLC
- Also doing business as: BISONTI PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137790
- AdvisorCensus page: https://advisorcensus.com/firm/investcorp-investment-advisers-llc-new-york-ny-137790

## Quick answers

**How is Investcorp Investment Advisers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investcorp Investment Advisers LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Investcorp Investment Advisers LLC located?**
Investcorp Investment Advisers LLC's principal office is in New York, NY, according to its Form ADV.

**Is Investcorp Investment Advisers LLC registered with the SEC or a state?**
Investcorp Investment Advisers LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 137790.

**How much does Investcorp Investment Advisers LLC manage?**
Investcorp Investment Advisers LLC reports $6,188,097,015 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Investcorp Investment Advisers LLC's assets and staff changed since 2021?**
In the Form ADV data for Investcorp Investment Advisers LLC: Regulatory assets under management: $740,669,768 in the October 2021 data and $6,188,097,015 in the October 2026 data, up 735%. Total employees: 78 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Investcorp Investment Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: other (37); pooled investment vehicles (other than investment companies and business development companies) (17).

**Does Investcorp Investment Advisers LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137790

**What changed in Investcorp Investment Advisers LLC's recent Form ADV filings?**
In the October 2026 filing data: Added the business name Bisonti Partners. Employees performing advisory functions went from 37 to 40. Regulatory assets under management went from $5,527,976,271 to $6,188,097,015 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $6,188,097,015
- Discretionary: $6,185,473,123
- Non-discretionary: $2,623,892

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $4,120,910,150 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 37 | $2,067,186,865 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2005 (20 years)
- Employees: 52 total, 40 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bisontipartners.com](https://bisontipartners.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $740,669,768 | 78 | September 28, 2021 |
| October 2022 | $2,511,490,453 | 93 | September 28, 2022 |
| October 2023 | $4,095,537,276 | 96 | September 28, 2023 |
| October 2024 | $4,265,238,195 | 78 | September 27, 2024 |
| October 2025 | $4,265,238,195 | 78 | April 14, 2025 |
| October 2026 | $6,188,097,015 | 52 | September 28, 2026 |

Regulatory assets under management: $740,669,768 in the October 2021 data and $6,188,097,015 in the October 2026 data, up 735%.
Total employees: 78 in October 2021 and 52 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added the business name Bisonti Partners.
- Employees performing advisory functions went from 37 to 40.
- Regulatory assets under management went from $5,527,976,271 to $6,188,097,015 (+12%).

### December 2025
- Employees performing advisory functions went from 46 to 37.
- Regulatory assets under management went from $4,265,238,195 to $5,527,976,271 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investcorp Investment Advisers LLC (CRD 137790): Form ADV filing data as of October 2026.