ICG Investments Inc

RIASEC RegisteredEst. 2014
Total AUM
$49.7B
Discretionary
$49.7B
100% of AUM
Avg account
$432M
Accounts
115
Employees
94
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
162589
Registered since
January 24, 2014
Custodians
U.S. BANK, N.A., J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.99%
  • Insurance Companies0.01%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ICG Investments Inc. is a multi-fund manager that operates across private equity, hedge fund strategies and securitized-asset vehicles. The firm serves institutional clients and structures investment products as pooled vehicles, where it acts as sponsor, general partner and portfolio manager. Its business mix includes CPO/CTA activity and portfolio management for pooled funds and for institutions or businesses. Fee arrangements combine asset-based fees with performance-based compensation. Ownership appears to include both individual and foreign-entity stakeholders. The firm describes itself as an active ESG investor, indicating that environmental, social or governance considerations are integrated into its investment process to some degree. It is not positioned as a capital allocator in the sense of a pure fund-of-funds allocator; rather, it manages a suite of private and securitized funds while also deploying or investing in third-party alternative managers.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • David Bicarregui

    David Bicarregui

    Chief Financial OfficerCRD 4086740

  • James O'connor

    Chief Compliance OfficerCRD 7158740

Contacts

2 of 2
  • Ryan Levitt

    Co-HeadCRD 8004559

  • Brian Spenner

    Brian Spenner

    Managing DirectorCRD 2529073

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
277 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth