Icicle Creek Investments

Overview

Icicle Creek Investments is a small, fee-based advisory firm focused on portfolio management for individual and family clients, including small businesses. The firm charges a percentage-of-AUM advisory fee and operates as an individual-owner limited liability company. Its stated investment preference is equities, and its practice leans toward advising rather than exercising trading authority: the firm’s assets are reported as non-discretionary, meaning clients retain final trading approval. Investment activity centers on concentrated equity exposure outside the major exchanges as well as traditional pooled products. Given the firm’s client base and size, allocation decisions appear tailored to individual client goals with a pragmatic mix of equity-focused positions and third-party managed real estate exposures where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices