ICON MANAGEMENT ASSOCIATES VII, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
313640
Registered since
April 7, 2022

Firm profile

FINTRX

Overview

Icon Management Associates VII, LLC is a limited liability company that registered with the SEC in 2022. The firm functions as an adviser/sponsor and as a general partner or managing member of pooled investment vehicles rather than operating as a traditional retail RIA. The firm is not flagged as an active ESG investor, is not designated a multi-state adviser, and does not identify itself as a capital allocator or pension consultant in the available records.

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

Contacts

3 of 4
  • JOSEPH HOROWITZ

    Managing General PartnerCRD 6044544

  • JEB MILLER

    General PartnerCRD 2644592

  • THOMAS MAWHINNEY

    General PartnerCRD 6044558

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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

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