Firm profile

Icg Advisors, LLC

LOS ANGELES, CACRD 148066Latest ADV May 21, 2026

Icg Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 27, 2026, reports $7.9B in regulatory assets under management, 26 employees, and 111 accounts.

Assets Under Management
$7.9B
Employees
26
Offices
--
Total Clients
70
Primary office
LOS ANGELES, CA
11111 SANTA MONICA BOULEVARD, STE. 2100, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOAllison V. Petchenick
CIOEleftherios Monis
CIOJoseph J. Assaf

Advisory services offered

5 types reported
Pension consulting services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentHNWI represent 78.6% of total clients.
Top client categories% of clientsClients
1
HNWI
78.6%
55
2
Pooled Investment Vehicles
15.7%
11
3
Charitable
2.9%
2
4
Corporations
2.9%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7.9Bas of May 21, 2026
Discretionary27.3%
$2.2B
27% of total RAUM27.3%
Non-discretionary72.7%
$5.8B
73% of total RAUM72.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$7.9B
Total Accounts108
10Y AUM Change+$3.9B (+98.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees26
Clients per Employee3:1
10Y Employee Change+4 (+18.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.