ICW Holdings, LLC

Overview

ICW Holdings, LLC operates as a hedge-fund style adviser that serves both high-net-worth individuals and institutional clients. The firm offers direct portfolio management for individuals, pooled investment vehicles and institutions, and also publishes periodic written material. Its business model supports multiple fee arrangements — asset-based fees, subscription and fixed fees, and performance-based compensation — which aligns with running flagship fund strategies alongside separately managed accounts (SMAs). ICW is not positioned as an ESG-active manager. The firm sponsors and acts as a general partner/managing member of pooled vehicles, indicating it runs proprietary fund structures in addition to client-facing managed accounts. ICW shows a clear preference for equities as the core risk exposure, deploying a sizable portion of SMA assets into exchange-traded securities while maintaining access to third-party alternative managers. That mix suggests a hybrid approach: liquid public-market exposure for the bulk of portfolios with selectively allocated private market and hedge fund exposures to enhance return streams or provide diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices