ICV PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $694.1M |
| Discretionary | $694.1M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $173.5M |
| Employees | 13 |
| Peak AUM | $1.16BMar 2024 |
| AUM CAGR | +4.9% /yrover 14 yrs · 28 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $694M | 13.5% | 11.0% | 8.9% | |
| Discretionary AUM | $694M | ||||
Key Metrics
| Total AUM | $694.1M |
| Discretionary | $694.1M |
| Employees | 13 |
| Client Accounts | 4 |
Contact & Location
Address
ONE BISCAYNE TOWER
MIAMI FL 33131
Phone
212 455-9600
Filing History
28 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$694M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp 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
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm