ICON MANAGEMENT ASSOCIATES V, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
164412
Registered since
July 9, 2012

Firm profile

FINTRX

Overview

Icon Management Associates V, LLC is a limited liability company that has been registered with the SEC since 2012. The firm is organized as a domestic entity with individual ownership components and is not classified under a specific advisory category in the available records. It does not present itself as a capital allocator or an ESG-focused manager and is not registered as a multi-state adviser or pension consultant. Filings and related information indicate the firm functions in sponsor and general partner roles and acts as a managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 3
  • JEB MILLER

    General PartnerCRD 2644592

  • THOMAS MAWHINNEY

    General PartnerCRD 6044558

  • JOSEPH HOROWITZ

    Managing General PartnerCRD 6044544

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
505 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth