ICV MANAGEMENT, LLC
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 307051
- Website
- www.icvpartners.com
Firm profile
FINTRXOverview
ICV Management, LLC is a privately held limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s activity centers on managing at least one closed private fund rather than providing retail advisory services or managed accounts. Its structure and filings indicate a small, owner‑driven organization that focuses on fund-level capital allocation and fund operations rather than broad-based retail wealth management. As sponsor and managing member, the firm appears to concentrate on sourcing and overseeing private investments, performing due diligence, and handling fund governance and investor relations. The available information points to a focused, fund-centric business model rather than diversified advisory business lines such as multi-state financial planning, pension consulting, or large-scale institutional consulting.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1ANDREW FARQUHARSON
Managing DirectorCRD 6413900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, 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
- 2051 Ringwood Ave
- Time zone
- PT (UTC-8)
- Office locations
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