Gratus Capital (“Gratus”), an Atlanta-based investment advisory
firm, announced today a partnership with iCapital[1], the global
fintech platform driving access to alternative investments for the
wealth management industry. The collaboration will provide clients
of Gratus with access to hedge fund investment strategies to
diversify portfolios and better serve high-net-worth clients.
The new offering marks Gratus’ initial phase of a comprehensive
long-term strategy, aiming to redefine the deployment of financial
advising talent, enhance internal strategy frameworks and create a
diverse marketplace offering alternative investment opportunities
for clients of Gratus.
“This collaboration underscores our firm’s dedication to greater
precision and performance in client portfolios to support
personalized wealth goals and drive future planning decisions,”
said Hank McLarty, Founder and CEO of Gratus Capital. “It sets the
stage for what we hope will be a series of Gratus hedge fund
offerings designed to enhance alternative investing opportunities
in desired asset classes. Our goal is clear: to empower private
wealth clients with diversified portfolios built for sustained
growth.”
Based on the appetite for the initial hedge fund strategy, the
Gratus team will leverage valuable insights to expand its menu of
future private market investing opportunities.
“This new offering represents another milestone in the
development of our investment capabilities. Not only does the
partnership model of fund management align interests, but it also
gives Gratus exposure to very talented investment professionals
that we wouldn’t otherwise have,” said Gratus Chief Investment
Officer Todd Jones. “iCapital is a well-regarded
institutional-quality technology company that enhances our ability
to meet the needs of larger, more sophisticated clients, while also
delivering an exceptional product to our existing wealth management
clients.”
“We are proud to partner with Gratus to provide advisors with
greater access to the private markets,” said Lawrence Calcano,
Chairman and CEO of iCapital. “We are committed to continuing the
transformative work iCapital is doing with our partners to help the
wealth management industry meet the growing demand for alternative
investments, and to provide innovative solutions and the operating
systems that have the potential to deliver better outcomes for
advisors and their clients.”
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About Gratus Capital
Founded in 2005, Atlanta-based Gratus Capital was launched on
the belief that there is a more valuable way for advisors to work
with clients. From the Latin word meaning grateful, Gratus Capital
was built as a boutique alternative to the oversized, impersonal,
sales-driven wealth management corporation. The firm provides
customized hands-on financial advice and unrivaled service,
delivering exceptional value to clients nationwide. Gratus
Capital has been listed as one of Forbes Top 250 Wealth Advisors in
the country for each of the past eight years. For more about the
firm, visit: https://gratuscapital.com/
Gratus Capital, LLC (Gratus) is a limited liability company that
provides investment advisory services, financial planning and other
wealth management services to individuals and businesses. Gratus is
an SEC Registered Investment Adviser and a wholly-owned subsidiary
of Focus Financial Partners. Registration with the SEC does not
imply any level of skill or training. Our Form ADV is available
upon request.
About iCapital
iCapital powers the world’s alternative investment marketplace
offering a complete suite of tools, end-to-end enterprise
solutions, data management and distribution capabilities and an
innovative operating system. iCapital is the trusted technology
partner to independent financial advisors, wealth managers, and
asset managers, offering unrivaled access, technology, and
education to incorporate alternative assets into the core portfolio
strategies for their clients.
At the forefront of the digital transformation in alternative
investing, iCapital’s secure platform delivers a complete portfolio
of management capabilities for education, transactions, data flows,
analytics, and client support throughout the investment lifecycle.
With $184.7 billion[2] in global platform assets, the iCapital
operating system automates and streamlines the complex process of
private market investing and seamlessly integrates with clients’
existing infrastructure platform and tools.
iCapital employs more than 1,450 people globally, and has 17
offices worldwide including New York, Greenwich, Zurich, Lisbon,
London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital
has consistently been recognized for its outstanding
innovation, fintech industry leadership, and performance including
Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024
and MMI/Barron’s Industry Awards as Solutions Provider of the Year
for 2020, 2021, 2022, and 2023.
For more information, visit https://icapital.com |
Twitter
(X): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc/
Disclosures
The material herein has been provided to you for informational
purposes only by Institutional Capital Network, Inc. (“iCapital
Network”) or one of its affiliates (iCapital Network together with
its affiliates, “iCapital”). This material is the property of
iCapital and may not be shared without the written permission of
iCapital. No part of this material may be reproduced in any form,
or referred to in any other publication, without express written
permission of iCapital.
This material is provided for informational purposes only and is
not intended as, and may not be relied on in any manner as, legal,
tax or investment advice, a recommendation, or as an offer or
solicitation to buy or sell any security, financial product or
instrument, or otherwise to participate in any particular trading
strategy. This material does not intend to address the financial
objectives, situation, or specific needs of any individual
investor. You should consult your personal accounting, tax and
legal advisors to understand the implications of any investment
specific to your personal financial situation.
ALTERNATIVE INVESTMENTS ARE CONSIDERED COMPLEX PRODUCTS AND MAY
NOT BE SUITABLE FOR ALL INVESTORS. Prospective investors should be
aware that an investment in an alternative investment is
speculative and involves a high degree of risk. Alternative
Investments often engage in leveraging and other speculative
investment practices that may increase the risk of investment loss;
can be highly illiquid; may not be required to provide periodic
pricing or valuation information to investors; may involve complex
tax structures and delays in distributing important tax
information; are not subject to the same regulatory requirements as
mutual funds; and often charge high fees. There is no guarantee
that an alternative investment will implement its investment
strategy and/or achieve its objectives, generate profits, or avoid
loss. An investment should only be considered by sophisticated
investors who can afford to lose all or a substantial amount of
their investment.
iCapital Markets LLC operates a platform that makes available
financial products to financial professionals. In operating this
platform, iCapital Markets LLC generally earns revenue based on the
volume of transactions that take place in these products and would
benefit by an increase in sales for these products.
The information contained herein is an opinion only, as of the
date indicated, and should not be relied upon as the only important
information available. Any prediction, projection or forecast on
the economy, stock market, bond market or the economic trends of
the markets is not necessarily indicative of the future or likely
performance. The information contained herein is subject to change,
incomplete, and may include information and/or data obtained from
third party sources that iCapital believes, but does not guarantee,
to be accurate. iCapital considers this third-party data reliable,
but does not represent that it is accurate, complete and/or up to
date, and it should not be relied on as such. iCapital makes no
representation as to the accuracy or completeness of this material
and accepts no liability for losses arising from the use of the
material presented. No representation or warranty is made by
iCapital as to the reasonableness or completeness of such
forward-looking statements or to any other financial information
contained herein.
Securities products and services are offered by iCapital
Markets, an SEC-registered broker-dealer, member FINRA and SIPC,
and an affiliate of iCapital, Inc. and Institutional Capital
Network, Inc. These registrations and memberships in no way imply
that the SEC, FINRA, or SIPC have endorsed any of the entities,
products, or services discussed herein. Annuities and insurance
services are provided by iCapital Annuities and Insurance Services
LLC, an affiliate of iCapital, Inc. “iCapital” and “iCapital
Network” are registered trademarks of Institutional Capital
Network, Inc. Additional information is available upon request.
© 2024 Institutional Capital Network, Inc. All Rights
Reserved.
[1] iCapital, Inc., and its affiliates (together,
“iCapital”).
[2] As of March 31, 2024
Jay Scott
Gratus Capital
4846953774
jscott@gavinadv.com