ICR PARTNERS

RIASEC RegisteredEst. 2020
Total AUM
$799M
Discretionary
$110M
14% of AUM
Avg account
$1.9M
Accounts
413
Employees
6
Advisory reps
2

Firm details

Headquarters
nashvillle, Tennessee
CRD number
304689
Registered since
January 24, 2020
Fee structure
Percentage of AUM
Client types
  • Banking / Thrift Institutions100%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

ICR Partners is an SEC-registered investment adviser organized as an LLC that positions itself as a capital allocator for institutional clients. Founded as an SEC-registered adviser in 2020, the firm charges clients a percentage-of-AUM fee and focuses its advisory role on selecting and overseeing outside managers rather than running a broad roster of in-house strategies. ICR Partners is not an ESG-focused investor and is structured to serve institutional mandates through relationships with third-party managers.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 80%, State & Local Bonds 18%, Cash & Cash Equivalents 2%80%
  • Exchange Traded Equities80%
  • State & Local Bonds18%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • ROBERT MEHRINGER

    Chief Investment OfficerCRD 3147999

Contacts

1 of 1
  • Robert Mehringer

    Portfolio ManagerCRD 8270821

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

nashvillle, TN

DAVIDSON

Location

nashvillle, TN

Headquartered in nashvillle, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
8 Cadillac Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth