ICG ADVISORS, LLC

RIASEC RegisteredEst. 2008

Total AUM

$7.9B

Discretionary

$2.2B

27% of AUM

Avg account

$73.4M

Accounts

108

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 148066
Registered since: October 6, 2008
Website: icgadvisors.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI72.23%
Pooled Investment Vehicles14.2%
Charitable Organizations9.93%
Corporations / Businesses3.63%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

ICG Advisors, LLC is an SEC-registered LLC that operates as a multi-faceted investment manager and capital allocator. The firm (registered in 2008) combines RIA advisory services with fund sponsor and manager roles: it acts as sponsor, general partner, and managing member for pooled vehicles and provides CPO/CTA services. Client types include individuals, families and institutional investors. Advisory capabilities span portfolio management for individuals and pooled vehicles, pension consulting, and selection of other advisers. Fee arrangements include percentage-of-AUM charges alongside performance-based fees. The firm does not identify as an active ESG investor. ICG presents itself both as an allocator to external alternative managers and as a manager of proprietary private funds. Its regulatory and business footprint emphasizes fund management (hedge and real estate strategies among them) and running pooled investment vehicles in addition to discretionary and non-discretionary advisory mandates.