# 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.

- CRD: 304689
- Filed as: ICR PARTNERS
- Legal name: ICR Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashvillle, TN
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304689
- AdvisorCensus page: https://advisorcensus.com/firm/icr-partners-nashvillle-tn-304689

## Quick answers

**How 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

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

### Regulatory assets under management (Item 5.F)
- Total: $798,688,991
- Discretionary: $109,522,424
- Non-discretionary: $689,166,567

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 9 | $798,688,991 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KS, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- icrpartners.com
- Facebook @ICRPartners
- LinkedIn @14035513

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $265,875,477 | 4 | May 25, 2021 |
| October 2022 | $345,693,850 | 4 | April 30, 2022 |
| October 2023 | $244,621,287 | 5 | March 1, 2023 |
| October 2024 | $224,868,995 | 5 | March 26, 2024 |
| October 2025 | $479,796,987 | 5 | June 10, 2025 |
| October 2026 | $798,688,991 | 6 | September 15, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ICR Partners (CRD 304689): Form ADV filing data as of October 2026.