OCIO Intelligence
Icg Advisors, LLC logo

Icg Advisors, LLC

LOS ANGELES, CA

Form ADV and provider website profile · CRD 148066 · regulatory data as of May 21, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Icg Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$7.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
108Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$2.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$5.8BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$7.9BTotal Firm AUM
$2.2BDiscretionary AUM
$5.8BNon-discretionary AUM
108Total accounts
19Discretionary accounts
89Non-discretionary accounts

Client Mix by Firm AUM

$7.9BFirm AUM

High-Net-Worth72.2%

Other Pooled Vehicles14.2%

Charities9.9%

Corporations3.6%

High-Net-Worth72.2%
55 clients$5.7B firm assets
Other Pooled Vehicles14.2%
11 clients$1.1B firm assets
Charities9.9%
2 clients$787M firm assets
Corporations3.6%
2 clients$288M firm assets
Reported total70 clients
This is the registered adviser’s official SEC-filed Form ADV Part 2A brochure. The viewer opens directly to Item 7. The disclosure may describe activities beyond the provider’s OCIO offering.

Types of Clients

Official SEC PDF
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