SourcingSourcing

ICV PARTNERS, LLC

C50
CRD 160651·SEC 801-73708·MIAMI, FL
AUM
$694.1M
$500M-$1B
Est. Revenue
$6.9M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ICV PARTNERS, LLC
CRD
160651
SEC file #
801-73708
EIN
—
DBA names
—

Economics

AUM
$694.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.07B → $694.1M▼ -35%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
13
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
11 advisors → 9 advisors▼ -18%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
icvpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ICV PROFESSIONALS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ICV PROFESSIONALS, LP
WOODS, WILLIE, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ICVPARTNERS.COM
Rdap Domain Creation Date
2009-04-27T20:44:57Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-27T20:44:57Z
Rdap Domain Last Changed
2026-02-26T07:51:01Z
Rdap Nameservers
Clark.ns.cloudflare.comSima.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
WOODS, WILLIE, EDWARD
Direct Owner · 62.5%
2384656
METZ, LLOYD, M
Direct Owner · 37.5%
2366776
WARREN, JERMAINE, LEVAR
Direct Owner · 17.5%
3144367
Dunefsky, Brian
Executive Officer · 2.5%
6767580
NOLFF, GREGORY, JOSEPH
Executive Officer · 2.5%
6028651