ICON MANAGEMENT ASSOCIATES IV, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
163331
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Icon Management Associates IV, LLC is an SEC-registered limited liability company formed to serve as an adviser, sponsor and general partner for pooled investment vehicles. The firm’s activity centers on operating at the private-funds level rather than running a traditional retail or institutional advisory business: it functions as a sponsor/GP and managing member of pooled vehicles and other investment-adviser roles tied to those vehicles. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant. Investment focus is concentrated on venture capital-style commitments. The firm appears to allocate capital through a single private fund vehicle rather than through separately managed accounts or broad-based public-market strategies. Manager allocation interest is therefore oriented toward private, equity-style investments in startups or growth-stage companies consistent with a venture capital mandate.

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

Contacts

3 of 3
  • JEB MILLER

    General PartnerCRD 2644592

  • THOMAS MAWHINNEY

    General PartnerCRD 6044558

  • JOSEPH HOROWITZ

    Managing General PartnerCRD 6044544

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
505 Hamilton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth