Icicle Creek Investments

Overview

Icicle Creek Investments is an independent, SEC-registered limited liability advisory firm that manages wealth for individual and family clients, as well as small businesses. The firm provides portfolio management on a percentage-of-AUM fee basis and positions itself as a hands-on adviser rather than a capital allocator or pension consultant. Its regulatory filings indicate it does not operate as a multi-state adviser or a related adviser and it does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives