{
  "crd_number": 304689,
  "slug": "icr-partners-nashvillle-tn-304689",
  "primary_business_name": "ICR PARTNERS",
  "legal_name": "ICR PARTNERS, LLC",
  "dbas": [],
  "city": "Nashvillle",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-24",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 798688991.0,
  "raum_discretionary": 109522424.0,
  "raum_non_discretionary": 689166567.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "banking_thrift": {
      "raum": 798688991.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IN",
    "KS",
    "TN"
  ],
  "websites": [
    "https://facebook.com/ICRPartners?modal=admin_todo_tour",
    "https://icrpartners.com",
    "https://linkedin.com/company/14035513/admin"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304689",
  "city_as_filed": "NASHVILLLE",
  "url": "https://advisorcensus.com/firm/icr-partners-nashvillle-tn-304689",
  "display_name": "ICR Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. ICR Partners (CRD 304689): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is ICR Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ICR Partners reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is ICR Partners located?",
      "a": "ICR Partners' principal office is in Nashvillle, TN, according to its Form ADV."
    },
    {
      "q": "Is ICR Partners registered with the SEC or a state?",
      "a": "ICR Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 304689."
    },
    {
      "q": "How much does ICR Partners manage?",
      "a": "ICR Partners reports $798,688,991 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (14% discretionary)."
    },
    {
      "q": "How have ICR Partners' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does ICR Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: banking or thrift institutions (9)."
    },
    {
      "q": "Does ICR Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in ICR Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 265875477.0,
      "total_employees": 4,
      "filing_date": "2021-05-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 345693850.0,
      "total_employees": 4,
      "filing_date": "2022-04-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 244621287.0,
      "total_employees": 5,
      "filing_date": "2023-03-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 224868995.0,
      "total_employees": 5,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 479796987.0,
      "total_employees": 5,
      "filing_date": "2025-06-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 798688991.0,
      "total_employees": 6,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in KS."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $479,796,987 to $798,688,991 (+66%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/icr-partners-nashvillle-tn-304689.md",
  "clients": [
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 9,
      "fewer_than_5": false,
      "raum": 798688991.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304689",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
