ICR PARTNERS
ICR PARTNERS, LLC Legal Name
Adviser information for ICR PARTNERS last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 7 | $224.9M |
| Total | 7 | $224.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 7 | $224.9M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Selection of other advisers (including private fund managers)INVESTMENT MANAGER RESEARCH, MANAGER CONTRACTING, MODEL HUB |
|---|---|
| Compensation | % of AUM |
Principal Office
3102 WEST END AVENUESUITE 400
NASHVILLLE
TN
United States
Monday - Friday, 8:00-5:00
Tel: (817) 854-3253, Fax: None
Chief Compliance Officer
ROBERT MEHRINGER
CIO
3102 WEST END AVENUE
SUITE 400
NASHVILLE
TN
United States
Tel:
(817) 854-3253
B**@**************M
(Full email address available in API data)
Regulatory Contact
MARIA VERY
INVESTMENT ANALYST
3102 WEST END AVENUE
SUITE 400
NASHVILLE
TN
United States
Tel:
8174096794
M****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LECHWE FINANCIAL SERVICES, LLC | Domestic Entity | – | PARTIAL OWNER | 08/2019 | 25-50% |
| MEHRINGER, ROBERT, FRANCIS | Individual | – | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | 05/2019 | 25-50% |
| QUINTON CAPITAL, INC | Domestic Entity | – | PARTIAL OWNER | 08/2019 | 5-10% |
| KEVIN KOCH FAMILY TRUST | Domestic Entity | – | PARTIAL OWNER | 08/2019 | 5-10% |
| GLENCOE NEW VENTURES, LLC | Domestic Entity | – | PARTIAL OWNER | 08/2019 | 5-10% |
| FIRST RATE, INC. | Domestic Entity | – | PARTIAL OWNER | 05/2019 | 10-25% |
| LECHWE HOLDINGS, LLC | Domestic Entity | LECHWE FINANCIAL SERVICES, LLC | MEMBER | 07/2019 | > 75% |
| SERRINO, FRANK, SAMUEL | Individual | GLENCOE NEW VENTURES, LLC | MEMBER | 05/2019 | 50-75% |
| GAMER, HOWARD | Individual | GLENCOE NEW VENTURES, LLC | MEMBER | 05/2019 | 50-75% |
| Stone, Kathryn, Bruner | Individual | FIRST RATE, INC. | SHAREHOLDER | 08/2018 | > 75% |
| Quinton, Timothy, Michael | Individual | QUINTON CAPITAL, INC | MANAGER | 02/2013 | > 75% |
| Hermann, Andrew, Scott | Individual | LECHWE HOLDINGS, LLC | MEMBER | 07/2019 | > 75% |
| Moskowitz, Megan, Nicole | Individual | LECHWE HOLDINGS, LLC | MEMBER | 07/2019 | > 75% |
| Hermann, Daniel, Scott | Individual | LECHWE HOLDINGS, LLC | MEMBER | 07/2019 | > 75% |
| Hermann, Kimberly, Sue | Individual | LECHWE HOLDINGS, LLC | MEMBER | 07/2019 | > 75% |
| Koch, Kevin, Robert | Individual | KEVIN KOCH FAMILY TRUST | TRUSTEE | 12/2016 |