ICV PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$694M
Discretionary
$694M
100% of AUM
Avg account
$174M
Accounts
4
Employees
13
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
160651
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ICV Partners, LLC is an SEC-registered limited liability company that operates as a private equity fund manager and sponsor/GP for pooled investment vehicles. Registered in 2012, the firm serves institutional clients and provides portfolio management primarily through pooled structures it controls. Its compensation model combines a percentage-of-assets fee with performance-based fees. The manager is not flagged as an active ESG investor, is not designated as a multi-state or newly formed adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

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Client base

Client personas

Owners & executives

1 of 1
  • GREGORY NOLFF

    CFOCRD 6028651

Contacts

3 of 4
  • Brian Dunefsky

    CCOCRD 6767580

  • WILLIE WOODS

    PresidentCRD 2384656

  • LLOYD METZ

    Managing DirectorCRD 2366776

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1 Biscayne Tower S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth