Icv Partners, LLC (New York)
Icv Partners, LLC is a large advisory firm based in New York. It manages $1.07 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Georgia and New York.
Icv Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Icv Partners: assets under management
The assets under management (AUM) of Icv Partners, LLC is $1.07 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 145% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Icv Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Willie Edward Woods serves?
The only and largest group of clients of Willie Edward Woods is pooled investment vehicles with 4 clients and $1.07 billion of assets under management. Among the 10 most similar advisory firms, Icv Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.07 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.
Icv Partners also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
Careers at Icv Partners, LLC
The company employs 15 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Willie Edward Woods has been acting as President since 1 Sep 1999. Lp Icv Professionals joined the executive team most recently as the Member.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 6 indirect owners.Based in New York
The principal office where Icv Partners, LLC performs its advisory services is located at 810 7 Th Avenue, New York, NY 10019, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212 455-9600 or by fax 212 455-9603. The normal business hours are 9 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at icvpartners.com.
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