ICV MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JOSE, California
CRD number
307051

Firm profile

FINTRX

Overview

ICV Management, LLC is a privately held limited liability company that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s activity centers on managing at least one closed private fund rather than providing retail advisory services or managed accounts. Its structure and filings indicate a small, owner‑driven organization that focuses on fund-level capital allocation and fund operations rather than broad-based retail wealth management. As sponsor and managing member, the firm appears to concentrate on sourcing and overseeing private investments, performing due diligence, and handling fund governance and investor relations. The available information points to a focused, fund-centric business model rather than diversified advisory business lines such as multi-state financial planning, pension consulting, or large-scale institutional consulting.

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

1 of 1
  • ANDREW FARQUHARSON

    Managing DirectorCRD 6413900

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN JOSE, CA

SANTA CLARA

Location

SAN JOSE, CA

Headquartered in SAN JOSE, 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
2051 Ringwood Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth