ICP GROUP INVESTMENT MANAGER, LLC

RIASEC RegisteredEst. 2020
Total AUM
$216M
Discretionary
$166M
77% of AUM
Avg account
$27M
Accounts
8
Employees
6
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
219518
Registered since
August 17, 2020
Custodians
ORIGIN BANCORP
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles76.84%
  • Other23.16%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ICP Group Investment Manager, LLC is an SEC‑registered private equity manager that primarily serves institutional clients through pooled investment vehicles and separate account portfolio management. Formed in 2020 and organized as a limited liability company, the firm acts as sponsor, general partner and managing member on its funds, and charges a combination of percentage‑of‑AUM and performance‑based fees. Its regulatory profile indicates the firm is not positioned as a broad capital allocator; instead it operates in the manager/sponsor role, running a small number of pooled vehicles and providing portfolio management for businesses or institutions. Investment activity centers on private markets, with stated allocations to private equity and real estate. ICP Group Investment Manager, LLC does not identify as an active ESG investor. The firm appears to run concentrated, fund‑level strategies rather than retail or high‑volume advisory businesses, reflecting a structure oriented around sponsor responsibilities and institutional LP relationships.

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
  • CHRISTIAN FUENTES

    CEO and Managing PartnerCRD 6685544

  • Daryl Chambers

    Chief Compliance OfficerCRD 4389433

Contacts

1 of 1
  • TOMAS DIAZ MATHE

    PartnerCRD 7245007

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
500 N Akard St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth