Leon Capital Expands Investment Reach Through Strategic Partnership with iCapital

Leon Capital Group, a Dallas-based single-family office managing $10 billion in private assets, has partnered with iCapital, a global fintech platform based in New York City. This partnership represents a major development for Leon Capital, which previously relied mainly on its own balance sheet and allowed co-investments exclusively from other single-family offices.

Cory Calvert, the head of capital transformation at Leon Capital Group, expressed excitement about the collaboration, stating that partnering with iCapital is a transformative move. The partnership will enable Leon to offer its institutional-quality investment strategies to a broader audience. iCapital’s platform aligns with Leon’s vision of providing unmatched access and transparency in alternative investments.

Leon Capital’s fund offerings will now be available on iCapital Marketplace, offering wealth managers and high-net-worth individuals easy access to innovative strategies in real estate, healthcare, credit, and other alternative investments. This expansion will allow private investors to enjoy the enhanced returns and broad diversification that have long benefited institutions and select family offices.

Currently managing around $10 billion in private assets, Leon Capital aims to reach advisors, investors, and partners to grow its investment network. By opening its investment opportunities to third-party investors, Leon seeks to enhance access to investments that ensure alignment of interest through a substantial general partner capital commitment to each vehicle.

Leon Capital emphasizes that its significant capital commitments result in a strong focus on generating returns and minimizing conflicts of interest in decision-making. For instance, assets in its real estate portfolios are individually evaluated and developed based on their specific risk-return profiles, rather than focusing on fees from scaled asset deployment. This approach has provided stakeholders with genuine diversification across uniquely selected assets for over 15 years.

Now, financial advisors and qualified investors can access Leon Capital’s diverse funds through iCapital’s user-friendly platform. iCapital’s technology streamlines the investment process, offering efficient fund administration, reporting, and compliance services that allow investors to concentrate more on achieving their investment goals.

Dan Vene, managing director and co-head of iCapital Solutions, expressed enthusiasm about the partnership, stating that together they are dedicated to expanding access to alternative investments and improving the investor experience.