ICV Partners, LLC

RIASEC RegisteredEst. 2012
Total AUM
$694M
Discretionary
$694M
100% of AUM
Avg account
$174M
Accounts
4
Employees
13
Advisory reps
5

Firm details

Headquarters
Miami, Florida
CRD number
160651
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ICV Partners, LLC is an SEC-registered private equity firm organized as an LLC and first registered in 2012. The firm operates primarily as a sponsor and general partner, managing pooled investment vehicles for institutional clients rather than acting as a pure capital allocator. Its compensation mix includes asset-based fees and performance-linked fees. ICV Partners is not registered as a multi-state adviser and does not identify as an active ESG investor. As an advisory entity it focuses on portfolio management for pooled vehicles and serves a small institutional client base. The firm’s regulatory and operating profile indicates it runs closed-end private funds and acts in an operating GP capacity for those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Gregory Nolff

    Gregory Nolff

    CFOCRD 6028651

Contacts

3 of 4
  • Brian Dunefsky

    Brian Dunefsky

    CCOCRD 6767580

  • Willie Woods

    Willie Woods

    PresidentCRD 2384656

  • Lloyd Metz

    Lloyd Metz

    Managing DirectorCRD 2366776

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1 Biscayne Tower S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth