ICG INVESTMENTS INC

RIASEC RegisteredEst. 2014
Total AUM
$49.7B
Discretionary
$49.7B
100% of AUM
Avg account
$432M
Accounts
115
Employees
94
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
162589
Registered since
January 24, 2014
Custodians
U.S. BANK, N.A., J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.99%
  • Insurance Companies0.01%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ICG Investments Inc is a multi-strategy fund manager that operates across private equity, securitized assets, hedge funds and related pooled vehicles. The firm targets institutional clients and runs both discretionary mandates and pooled investment vehicles, acting as sponsor or general partner on many of its funds. Its advisory activity includes portfolio management for pooled vehicles and for institutional balance sheets, and it is registered as a CPO/CTA. Fee arrangements combine asset-based management fees with performance fees, and the firm identifies as an active ESG investor. The firm’s footprint emphasizes private markets and structured credit, with governance and operational capacity to run multiple fund types simultaneously. That positioning makes ICG Investments Inc a capital allocator to third‑party alternative managers as well as a direct manager of its own private funds.

Assets & Accounts

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: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • DAVID BICARREGUI

    Chief Financial OfficerCRD 4086740

  • James O'Connor

    Chief Compliance OfficerCRD 7158740

Contacts

2 of 2
  • RYAN LEVITT

    Co-HeadCRD 8004559

  • BRIAN SPENNER

    Managing DirectorCRD 2529073

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
277 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth