Domestic entity
EntityPIPPY CORP.StatusOWNERReported since01/2015Ownership75% or moreControl personYes
Icg Advisors, LLC
LOS ANGELES, CA
Form ADV and provider website profile · CRD 148066 · regulatory data as of May 21, 2026
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 07/2008
- Type
- Individual
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 01/2009
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2009
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2016
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2015
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 04/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Joseph Jeffrey Assaf | Co-Chief Investment Officer & Senior Managing Director | 07/2008 | Individual | Yes | 75% or more |
| Blenner H Jonathan | Managing Director | 01/2009 | Individual | Yes | Less than 5% |
| Robert Benjamin Edelstein | Managing Director | 01/2009 | Individual | Yes | Less than 5% |
| Allison Virginia Petchenick | Chief Compliance Officer | 04/2016 | Individual | Yes | Less than 5% |
| Pippy Corp. | Owner | 01/2015 | Domestic entity | Yes | 75% or more |
| Eleftherios Monis | Co-Chief Investment Officer & Managing Director | 04/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVIndividual
EntityTHE ASSAF FAMILY TRUST DTD 3/24/2005StatusTRUSTEEReported since03/2005Ownership75% or moreControl personYes
Individual
EntityTHE ASSAF FAMILY TRUST DTD 3/24/2005StatusTRUSTEEReported since03/2005Ownership75% or moreControl personYes
Owners & Executives
Source: Form ADVJJ
Joseph Jeffrey Assaf
Co-Chief Investment Officer & Senior Managing Director
BH
Blenner H Jonathan
Managing Director
RB
Robert Benjamin Edelstein
Managing Director
AV
Allison Virginia Petchenick
Chief Compliance Officer
EM
Eleftherios Monis
Co-Chief Investment Officer & Managing Director
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives6
Indirect ownership records3
Regulatory statusSEC registered investment adviser
SEC registration dateOct 6, 2008
CRD number148066