Data / Investment advisers / Tennessee / Icr Partners
Icr Partners, Nashvillle, TN: $799 million AUM, SEC registered investment adviser
Icr Partners is an SEC registered investment adviser with its main office in Nashvillle, Tennessee and reports $799 million in regulatory assets under management in its Form ADV filed September 15, 2026. Its clients include banks and thrifts. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 304689
- SEC file number
- 801-117434
- SEC status
- Approved, effective January 24, 2020
- Legal name
- Icr Partners, LLC
- Main office
- 8 Cadillac Drive Suite 300, Nashvillle, TN 37207
- Phone
- (817) 854-3253
- Regulatory AUM
- $798,688,991 in the Form ADV filed September 15, 2026
- Discretionary AUM
- $109,522,424
- Non discretionary AUM
- $689,166,567
- Accounts
- 413
- Employees
- 6, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 15, 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 |
|---|---|---|
| Banking or thrift institutions | 9 | $798.7 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 |
|---|---|---|
| April 1, 2026 | $798.7 million | March 9, 2026 |
| December 1, 2025 | $479.8 million | June 10, 2025 |
Other advisers in Tennessee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sagepoint Capital Partners LLC | Franklin | $888.3 million | Not listed | adviserinfo.sec.gov |
| Private Wealth Management, Inc. | Memphis | $832.5 million | Not listed | adviserinfo.sec.gov |
| River Associates Investments, L.P. | Chattanooga | $815.5 million | 2 | adviserinfo.sec.gov |
| Claritas Capital | Nashville | $814 million | 108 | adviserinfo.sec.gov |
| Laffer Tengler Investments, Inc. | Nashville | $800.1 million | Not listed | adviserinfo.sec.gov |
| Proffitt & Goodson Inc. | Knoxville | $797.7 million | Not listed | adviserinfo.sec.gov |
| Provident Wealth Management, LLC | Brentwood | $758.5 million | Not listed | adviserinfo.sec.gov |
| Sageguard Financial Group, LLC | Goodlettsville | $755.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tennessee
- Advisers with $500 million to $1 billion in AUM
- Advisers serving banks and thrifts
- Icr Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.