ICON MANAGEMENT ASSOCIATES VI, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
286062
Registered since
November 17, 2016

Firm profile

FINTRX

Overview

Icon Management Associates VI, LLC is a limited liability company that functions primarily as an adviser and sponsor of pooled investment vehicles. SEC registration dates to 2016, and the firm’s regulatory profile indicates it operates as a domestic entity with an individual owner and is classified as unclassified. The firm is not positioned as a multi-state adviser, is not flagged as an active ESG investor, and does not operate as a pension consultant. Its public filing activity and industry affiliations identify it as an Other Investment Adviser and Sponsor and as a general partner/managing member of pooled investment vehicles, which points to a manager-first structure centered on private fund management rather than retail advisory relationships.

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
  • THOMAS MAWHINNEY

    General PartnerCRD 6044558

  • JEB MILLER

    General PartnerCRD 2644592

  • JOSEPH HOROWITZ

    Managing General PartnerCRD 6044544

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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