Data / Investment advisers / California / Icg Advisors, LLC
Icg Advisors, LLC, Los Angeles, CA: $7.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Icg Advisors, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $7.9 billion in regulatory assets under management in its Form ADV filed May 21, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 11 private funds.
The request: Watch Icg Advisors, LLC (CRD number 148066): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 148066
- SEC file number
- 801-69638
- SEC status
- Approved, effective October 6, 2008
- Main office
- 11111 Santa Monica Boulevard Ste. 2100, Los Angeles, CA 90025
- Phone
- (424) 270-8900
- Website
- icgadvisors.com
- Regulatory AUM
- $7,923,326,124 in the Form ADV filed May 21, 2026
- Discretionary AUM
- $2,164,130,831
- Non discretionary AUM
- $5,759,195,293
- Accounts
- 108
- Employees
- 26, of which 24 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 11: 7 other private funds, 3 real estate funds, 1 hedge fund
- Gross assets of private funds
- $1,125,418,729
- Umbrella registration
- 5 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $5.72 billion |
| Pooled investment vehicles | 11 | $1.13 billion |
| Charitable organizations | 2 | $786.7 million |
| Corporations or other businesses | 2 | $287.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $7.92 billion | May 21, 2026 |
| May 1, 2026 | $7.93 billion | April 27, 2026 |
| April 1, 2026 | $7.87 billion | March 18, 2026 |
| December 1, 2025 | $7.77 billion | September 2, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Everett Harris & Co | Los Angeles | $11.53 billion | Not listed | adviserinfo.sec.gov |
| Camden Asset Management | Los Angeles | $11.17 billion | 14 | adviserinfo.sec.gov |
| Jericho Capital Asset Management L.P. | Los Angeles | $10.11 billion | 7 | adviserinfo.sec.gov |
| Composition Wealth, LLC | Los Angeles | $9.47 billion | Not listed | adviserinfo.sec.gov |
| Mesa West Capital | Los Angeles | $8.70 billion | 4 | adviserinfo.sec.gov |
| Signature Investment Advisors, LLC | Los Angeles | $6.76 billion | Not listed | adviserinfo.sec.gov |
| Shamrock Capital Advisors, LLC | Los Angeles | $6.73 billion | 25 | adviserinfo.sec.gov |
| NWF Advisory Services Inc | Los Angeles | $6.43 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Icg Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.