ICP SERVICES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGAME, California
CRD number
162824
Registered since
March 27, 2012

Firm profile

FINTRX

Overview

ICP Services, LLC operates as a boutique investment manager organized as a limited liability company and registered in 2012. The firm’s public profile points to a narrow, fund-focused activity rather than a broad retail advisory business: its primary investment activity is running pooled private vehicles, with a clear emphasis on venture capital. The firm is owner-controlled (owner type: individual) and is classified as unclassified in filings; it does not present itself as a capital allocator, pension consultant, related adviser, or active ESG investor. ICP Services does not appear to operate as a multi-state retail adviser and provides limited public detail on client-facing advisory services or fee schedules. ICP Services’s manager allocation interest centers on private, growth-oriented equity opportunities through structured fund vehicles rather than discretionary public-account management. Given the small number of office locations and the firm’s private-fund footprint, investment decision-making is likely concentrated among a compact leadership team that sources and manages early- to growth-stage company positions.

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

2 of 2
  • JOHN DOUGERY

    Managing Director, Co-FounderCRD 6044677

  • KANWALNAIN REKHI

    Managing Director, Co-FounderCRD 6044666

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BURLINGAME, CA

SAN MATEO

Location

BURLINGAME, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1325 Howard Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth