James Costabile, CAIA

James Costabile, CAIA, is a prominent figure in the alternative investments industry, currently serving as the Managing Director and Head of Alternative Investments Distribution at iCapital.13 In this role, he leads a team focused on educating and partnering with independent broker-dealers and Registered Investment Advisors (RIAs) on alternative investments.1

Professional Responsibilities

James and his team at iCapital are dedicated to:

1. Educating clients on alternative investments, including private equity, private credit, real assets, and hedge funds.1
2. Providing access to high-quality alternative investment managers.2
3. Offering resources on portfolio construction and helping advisors discuss these topics with their clients.2

iCapital's Offerings

Under James's leadership, iCapital provides several key tools and services:

• Marketplace: A platform featuring over 150 different alternative investment offerings.1
• Architect: A tool that assists with asset allocation and business scaling.1
• AI Insight: An educational platform that helps with asset class and product-level education, as well as compliance and control measures.1

Industry Impact

James Costabile has been instrumental in expanding iCapital's reach and influence:

• He oversees partnerships with over 16,000 registered financial advisors.2
• iCapital now manages over $160 billion in global platform assets.2
• The company works with 1,200 funds from 300 general partners (GPs).2

Leadership and Expertise

James is recognized for his strategic approach to management and his ability to create effective sales structures.4 His expertise in alternative investments makes him a sought-after speaker and thought leader in the industry.56

James Costabile's LinkedIn profile can be found under the username james-costabile-caia-971756, reflecting his CAIA (Chartered Alternative Investment Analyst) designation.4