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ICR PARTNERS
Legal name: ICR PARTNERS, LLC
CRD 304689File 801-117434
APPROVED
Filing as of Sep 15, 2026
Feed vintage Oct 1, 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
- Website
- https://icrpartners.com/
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 type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 9 | $798.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 8 | 9 | increased by1 |
| Apr 1, 2026 | AUM | $479,796,987 | $798,688,991 | increased by$318,892,004 |
| Apr 1, 2026 | Accounts | 261 | 413 | increased by152 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $345,693,850 | $479,796,987 | increased by$134,103,137 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 261 | increased by253 |
| May 1, 2022 | Clients | 7 | 8 | increased by1 |
| May 1, 2022 | AUM | $265,875,477 | $345,693,850 | increased by$79,818,373 |
| May 1, 2022 | Accounts | 318 | 8 | decreased by310 |
| Jun 1, 2021 | AUM | $0 | $265,875,477 | increased by$265,875,477 |
| Jun 1, 2021 | Accounts | 0 | 318 | increased by318 |
| May 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Apr 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ICR PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ICR PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.