# ICG Advisors, LLC

> ICG Advisors, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 148066
- Filed as: ICG ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148066
- AdvisorCensus page: https://advisorcensus.com/firm/icg-advisors-llc-los-angeles-ca-148066

## Quick answers

**How is ICG Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), ICG Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ICG Advisors, LLC located?**
ICG Advisors, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is ICG Advisors, LLC registered with the SEC or a state?**
ICG Advisors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148066.

**How much does ICG Advisors, LLC manage?**
ICG Advisors, LLC reports $7,923,326,124 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (27% discretionary).

**How have ICG Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for ICG Advisors, LLC: Regulatory assets under management: $5,616,552,575 in the October 2021 data and $7,923,326,124 in the October 2026 data, up 41%. Total employees: 24 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does ICG Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); pooled investment vehicles (other than investment companies and business development companies) (11); charitable organizations (2).

**Which custodians does ICG Advisors, LLC use?**
ICG Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does ICG Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148066

**What changed in ICG Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 20 to 24. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- RBC Capital Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $7,923,326,124
- Discretionary: $2,164,130,831
- Non-discretionary: $5,759,195,293

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 55 | $5,723,278,777 |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $1,125,418,728 |
| Charitable organizations | 2 | $786,703,436 |
| Corporations or other businesses not listed above | 2 | $287,925,183 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (17 years)
- Employees: 26 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- icgadvisors.com
- LinkedIn @ICG-ADVISORS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,616,552,575 | 24 | April 19, 2021 |
| October 2022 | $6,954,683,305 | 23 | July 21, 2022 |
| October 2023 | $6,766,730,616 | 26 | August 16, 2023 |
| October 2024 | $6,924,906,059 | 26 | July 31, 2024 |
| October 2025 | $7,765,245,389 | 25 | June 30, 2025 |
| October 2026 | $7,923,326,124 | 26 | May 21, 2026 |

Regulatory assets under management: $5,616,552,575 in the October 2021 data and $7,923,326,124 in the October 2026 data, up 41%.
Total employees: 24 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 20 to 24.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ICG Advisors, LLC (CRD 148066): Form ADV filing data as of October 2026.