ICG ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $7.92B |
| Discretionary | $2.16B27% of AUM |
| Non-Discretionary | $5.76B |
| Client Accounts | 108 |
| Avg Account Size | $73.4M |
| Employees | 26 |
| Peak AUM | $7.93BApr 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.9B | +2.0% | +6.2% | +7.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $7.92B |
| Discretionary | $2.16B |
| Employees | 26 |
| Client Accounts | 108 |
Contact & Location
Address
11111 SANTA MONICA BOULEVARD
LOS ANGELES CA 90025
Phone
424-270-8900
Filing History
59 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.2B
27.3% of AUM
Non-Discretionary
$5.8B
72.7% of AUM
Disc. mix ▲ 9.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm