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ICR PARTNERS

Legal name: ICR PARTNERS, LLC

CRD 304689File 801-117434
APPROVED
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$798.7M
Above cohort median (national)
Discretionary AUM
$109.5M
Non-discretionary $689.2M
Clients
9
413 accounts
Employees
6
Above cohort median in TN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Jan 24, 2020
Principal office
8 CADILLAC DRIVE, SUITE 300, NASHVILLLE, TN, 37207
Phone
(817) 854-3253

Assets & accounts

ADV Item 5F
Total regulatory AUM
$798.7M
Discretionary AUM
$109.5M
Non-discretionary AUM
$689.2M
Discretionary accounts
30
Non-discretionary accounts
383
Total accounts
413
AUM per client
$88.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Banking or thrift institutions9$798.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.