ICICI ASSET MANAGEMENT

Overview

Icici Asset Management is an SEC-registered investment adviser (registered in 2021) that serves both individual/family clients and institutional investors. Ownership is described as a mix of a foreign entity and individuals. The firm provides portfolio management across client types — separately managed accounts for individuals and small businesses, management of pooled investment vehicles, and institutional/business portfolio management. Compensation structures include a percentage-of-assets fee schedule and performance-based fees. Icici Asset Management is not identified as an active ESG investor and does not report being a multi-state adviser or a capital allocator. The firm’s reported affiliations are broad and include relationships with broker-dealers, a bank or thrift institution, trust and insurance entities, futures and commodity organizations (CPO/CTA, FCM), pension consulting, and roles as sponsor or general partner/manager of pooled vehicles. These links suggest the firm operates across retail and institutional channels and participates in pooled-product sponsorship and administration in addition to discretionary portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives