Deal Pack: Investcorp
Generated Feb 2, 2026v202602020738Enterprise
AUM
$50B
Strategy
Real Estate
HQ
Manama, Bahrain, Bahrain
Founded
1982
Employees
N/A
Ownership
public
Layer 1: Proprietary Indicators
48
GP Health Score
Weak
68
Stakeability
Moderate
8
Fund Performance
Weak
80
Talent Stability
Strong
55
Credit Exposure
Moderate
100
Regulatory Breadth
Strong
35
Market Momentum
Weak
40
Growth Trajectory
Weak
Health Score Breakdown
Component Details
fund performance
8/100Weight: 25%
median irr2.25
benchmark irr14
fund count with irr2
primary strategyPrivate Equity
Source: Pension fund performance reports
talent stability
80/100Weight: 20%
current team size100
departed count0
retention ratio1
avg tenure yearsN/A
Source: LinkedIn career histories, team member records
credit health
55/100Weight: 15%
total fair value31690
total par33072
fair value to par pct95.8
top borrower concentration pct38.1
Source: BDC 10-K/10-Q portfolio filings (SEC)
regulatory compliance
100/100Weight: 10%
unique jurisdictions9
jurisdictionsADGM,Cayman,France,Germany,Ireland,Luxembourg,UAE,UAE (DIFC),UK
active registrations16
total registrations21
Source: FCA, BaFin, AMF, CSSF, ADGM, SEC, entity registrations
market presence
35/100Weight: 15%
news mentions0
conference appearances0
domain rank560408
employer ratingN/A
Source: Market intel, conference records, Tranco web rankings, Glassdoor
growth trajectory
40/100Weight: 15%
aum growth pctN/A
recent job postings0
funds currently raising0
total funds7
Source: Data changelog (AUM), hiring signals, fund filings
Layer 2: Synthesis
Executive Summary
- Investcorp shows a weak overall health profile (score: 48/100) based on analysis of fund performance, team stability, credit exposure, regulatory breadth, market presence, and growth trajectory.
- Median net IRR across 2 tracked funds is 2.25%, compared to a Private Equity benchmark of 14.0%.
- Registered across 9 jurisdictions with 16 active registrations.
Key Strengths
Regulatory
Diversified regulatory footprint across 9 jurisdictions
Stakeability
High stakeability score (68/100) indicating attractive stake opportunity
Secondary Pricing Estimate
63.5%
Avg NAV Pricing
46.0% to 90.5%
Range
3
Funds Priced
Confidence: high, low, medium
Peer ComparisonReal Estate | 20 peers in AUM range
| Firm | AUM | Stakeability |
|---|---|---|
| Investcorp (this GP) | $50B | 68 |
| Partners Group | $150B | 66 |
| DIC Asset | $142B | 42 |
| Bluestone Real Estate Management | $135B | 27 |
| Broadstone Real Estate | $135B | 37 |
| iCapital Advisors | $131B | 27 |
| GLP | $125B | 44 |
| Brown Advisory | $122B | 40 |
| Appian Asset Management | $117B | 28 |
| India Real Estate Partners | $99B | 28 |
| Trinova Real Estate | $99B | 28 |
Layer 3: Evidence
Fund Performance (7 records)
BDC Credit Exposure (16 borrowers)
| Borrower | Fair Value | Par | BDCs | BDC Names |
|---|---|---|---|---|
| Compsych Investments Corp | $12K | N/A | 1 | Blackstone Secured Lending Fund |
| Compsych Investments Corp. | $12K | N/A | 1 | Blackstone Secured Lending Fund |
| FedHC InvestCo II, LP (9) | $2K | N/A | 1 | PennantPark Investment Corp |
| Aechelon InvestCo, LP | $1K | N/A | 2 | PennantPark Floating Rate Capital Ltd, PennantPark Investment Corp |
| GCOM InvestCo, LP | $1K | N/A | 1 | PennantPark Investment Corp |
| Delta InvestCo, LP (9) | $866 | N/A | 1 | PennantPark Investment Corp |
| Sabel InvestCo, LP (9) | $830 | N/A | 1 | PennantPark Investment Corp |
| AG Investco, LP (9) | $805 | N/A | 1 | PennantPark Investment Corp |
| FedHC InvestCo, LP (9) | $545 | N/A | 1 | PennantPark Investment Corp |
| IG Investor, LLC | $234 | N/A | 1 | Main Street Capital Corp |
| HEKA Invest | N/A | $10K | 1 | Barings BDC Inc |
| Chimera Investment Corp.(11) | N/A | N/A | 1 | PennantPark Floating Rate Capital Ltd |
| Premium Invest | N/A | $19K | 1 | Barings BDC Inc |
| Chimera Investment Corp. | N/A | N/A | 1 | PennantPark Floating Rate Capital Ltd |
| Sinari Invest | N/A | $4K | 1 | Barings BDC Inc |
| Lignetics Investment Corp. | N/A | N/A | 1 | Owl Rock Capital Corp |
Regulatory Registrations (21)
| Regulator | Country | Entity | Status | Reference |
|---|---|---|---|---|
| FCA | UK | Investcorp Credit Management EU Limited | No longer registered | 446483 |
| BaFin | Germany | INP Invest GmbH | Active | ESMA-5943 |
| BaFin | Germany | INP Invest GmbH | Unknown | 134962 |
| BaFin | Germany | m4 invest GmbH | Active | ESMA-6291 |
| AMF | France | IRD INVEST | Active | 24612 |
| AMF | France | FOREST INVEST | Active | 20870 |
| AMF | France | SEEDS INVEST | Active | 21708 |
| CSSF | Luxembourg | LRI INVEST S.A. | Inactive | ESMA-AIF-14624 |
| CSSF | Luxembourg | FWU INVEST S.A. | Active | ESMA-AIF-43080 |
| CSSF | Luxembourg | OFI INVEST LUX | Active | ESMA-AIF-14683 |
| ADGM/FSRA | UAE | Investcorp Bank BSC | Active | RA-0013 |
| ADGM/FSRA | UAE | Investcorp (Abu Dhabi) Limited | Active | 210032 |
| DFSA | UAE (DIFC) | Investcorp Capital Limited | Active | CL-0017 |
| france_rcs | France | TEAM INVEST | Closed | 502147101 |
| france_rcs | France | INFO INVEST | Closed | 499149995 |
| ADGM-FSRA | ADGM | Abrdn Investcorp Infrastructure Partners (ME) LP | Active | F-0080 |
| ADGM-FSRA | ADGM | Investcorp Golden Horizon Cooperation Fund LP | Active | F-0127 |
| ADGM-FSRA | ADGM | INVESTCORP ISLAMIC SAUDI PRE-IPO GROWTH FUND LP | Active | F-0059 |
| ADGM-FSRA | ADGM | Investcorp Saudi Pre-IPO Growth Fund LP | Active | F-0053 |
| SEC-EDGAR-FormD | Cayman | Investcorp Employee Co-Investment Incentive Limited Partnership | Active | 021-491556 |
| cbi_download | Ireland | t/a Investcorp Investment Advisers LLC | Authorised |
Methodology
Weighted composite of 6 dimensions
fund performance: 25% - Median IRR vs strategy benchmark
talent stability: 20% - Team retention ratio + average tenure
credit health: 15% - BDC fair value as % of par + borrower concentration
regulatory compliance: 10% - Number of active registrations, legal filing count
market presence: 15% - News mentions + conference appearances + web traffic rank
growth trajectory: 15% - AUM change + hiring signals + new fund filings
Scale: 0-100, where 70+ is strong, 50-69 is moderate, below 50 is weak
Data Sources: SEC Form ADV filings, Pension fund performance reports (CalPERS, CalSTRS, WSIB, etc.), BDC 10-K/10-Q portfolio filings, FCA, BaFin, AMF, CSSF, ADGM, MAS, SFC regulatory registers, LinkedIn career histories, Market intelligence news aggregation, Conference appearance records, Tranco web traffic rankings, Glassdoor/employer rating platforms, Entity registration databases (Delaware, Cayman, Luxembourg, etc.), Hiring signal aggregation, Lobbying disclosure reports, ESG/PRI signatory data
Deal Pack generated by GP Stakes Intelligence Platform on Feb 2, 2026. Data version 202602020738.
All scores are computed algorithmically and should be used alongside independent due diligence.