ICP SERVICES, LLC
Firm details
- Headquarters
- BURLINGAME, California
- CRD number
- 162824
- Registered since
- March 27, 2012
- Website
- inventuscap.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JOHN DOUGERY
Managing Director, Co-FounderCRD 6044677
KANWALNAIN REKHI
Managing Director, Co-FounderCRD 6044666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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