AdvisorCensus / Financial advisors / Tennessee / Nashville / ICR Partners
ICR Partners is an SEC-registered investment advisory firm in Nashvillle, TN, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.
Quick answers
From the filingHow is ICR Partners compensated?
On its Form ADV (Item 5.E, October 2026), ICR Partners reports these compensation arrangements: a percentage of assets under its management.
Where is ICR Partners located?
ICR Partners' principal office is in Nashvillle, TN, according to its Form ADV.
Is ICR Partners registered with the SEC or a state?
ICR Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 304689.
How much does ICR Partners manage?
ICR Partners reports $798,688,991 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (14% discretionary).
How have ICR Partners' assets and staff changed since 2021?
In the Form ADV data for ICR Partners: Regulatory assets under management: $265,875,477 in the October 2021 data and $798,688,991 in the October 2026 data, up 200%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does ICR Partners serve?
By number of clients on Form ADV Item 5.D: banking or thrift institutions (9).
Does ICR Partners 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/304689
What changed in ICR Partners' recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 9, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$798,688,991 as of October 2026, filing dated September 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- ICR Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 6. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $798,688,991 | 6 | September 15, 2026 |
| October 2025 | $479,796,987 | 5 | June 10, 2025 |
| October 2024 | $224,868,995 | 5 | March 26, 2024 |
| October 2023 | $244,621,287 | 5 | March 1, 2023 |
| October 2022 | $345,693,850 | 4 | April 30, 2022 |
| October 2021 | $265,875,477 | 4 | May 25, 2021 |
Regulatory assets under management: $265,875,477 in the October 2021 data and $798,688,991 in the October 2026 data, up 200%.
Total employees: 4 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Registered or notice-filed in KS.
- April 2026
- Regulatory assets under management went from $479,796,987 to $798,688,991 (+66%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. ICR Partners (CRD 304689): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/icr-partners-nashvillle-tn-304689