ICR Capital LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
44
Avg account
$0

Firm details

Headquarters
Norwalk, Connecticut
CRD number
174952
Registered since
September 14, 2015
Website
icrinc.com

Firm profile

FINTRX

Overview

ICR Capital LLC is organized as a limited liability company and has been SEC-registered since 2015. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. The firm’s ownership is listed as a mix of a domestic entity and an individual. Reported firm attributes indicate it does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or related adviser. The snapshot does not provide detail on the firm’s business activities or advisory services, so its operational focus beyond the investment bank classification is not documented in the available data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Benjamin Gray

    Benjamin Gray

    Chief Compliance OfficerCRD 1946982

Contacts

3 of 43
  • Stephen Parish

    Stephen Parish

    Managing DirectorCRD 1239680

  • Mark Klausner

    Mark Klausner

    Managing PartnerCRD 1730889

  • Linda Grimm

    FinOpCRD 1970620

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Norwalk, CT

Fairfield

Location

Norwalk, CT

Headquartered in Norwalk, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
761 Main Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth