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ICV PARTNERS, LLC

MIAMI, FL · CRD 160651 · IAPD ↗ · icvpartners.com · 212 455-9600

$694.1MRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2025 — ICV PARTNERS, LLC reported RAUM down 31% ($1.16B -> $802.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — ICV PARTNERS, LLC shrank from 15 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — ICV PARTNERS, LLC crossed $1B in regulatory AUM ($984.0M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.