SourcingSourcing

ICR PARTNERS, LLC

C38
CRD 304689·SEC 801-117434·NASHVILLLE, TN
AUM
$798.7M
$500M-$1B
Est. Revenue
$8.0M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ICR PARTNERS, LLC
CRD
304689
SEC file #
801-117434
EIN
834328884
DBA names
Icr Partners

Economics

AUM
$798.7M
AUM band
$500M-$1B
AUM trajectory
'22'26
$265.9M → $798.7M▲ +200%
Client mix
Banking Institutions9

Operations

Employees (total)
6
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
2 advisors → 1 advisors▼ -50%
Primary office
NASHVILLLE TN
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Selection of other advisersOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
facebook.com/icrpartners/?modal=admin_todo_tour(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
UP CAPITAL, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
UP CAPITAL, LLC
MEHRINGER, ROBERT, FRANCIS
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001787073
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2019-09-04
Edgar Last Filing Date
2019-09-04
Edgar Form D Count
1
Edgar Form D Offerings
2019-09-042019-09-04 · 0001787073-19-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1201
Soi Zip Pct 200k Plus
0.0255
Soi Zip Returns 200k Plus
510
Soi Zip Total AGI
1,078,293
Fdic Zip Total Deposits
3,794,484,000
Fdic Zip Branch Count
82
Fdic Zip Top Banks
SunTrust Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

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
E*trade4
Edgar Addresses
Mailing
625 SOUTH WILLOW ROADEVANSVILLE, IN 47714
Business
625 SOUTH WILLOW ROADEVANSVILLE, IN 47714
Edgar EIN
834328884
Edgar Recent Filings
D2019-09-04 · 0001787073-19-000001
Fdic Zip Branches Raw
NationsBank of Tennessee, National AssociationNashville, TN
Third National Bank in NashvilleDavidson County, TN
Fdic Zip HHI
2834.29
Fdic Zip Top Bank Share Pct
40.7
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI90,270
Returns6,660
Stub 2
AGI223,590
Returns6,100
Stub 3
AGI194,812
Returns3,190
Soi Zip Total Business Income
58,452
Soi Zip Total Cap Gains
19,798
Soi Zip Total Dividends
6,990
Soi Zip Total Returns
19,980
Trust Company Affiliate
No

People (1)

1
ROBERT FRANCIS MEHRINGER
Executive Officer · 2.5%
3147999