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Icw Holdings, LLC

● SEC registered since 2023CRD 319296SEC# 801-128614
Export (members)
Reg. AUM
$107.7M
Employees
6
Accounts
31
Location

Icw Holdings, LLC assets under management

Icw Holdings, LLC is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $107.7 million in regulatory assets under management and employs 6 people.

Icw Holdings, LLC owners & executives

8 reported
NameTitleOwnershipSince
Hilary Dandridge Devendorf Tanner ControlChief Compliance Officer & Chief Operating OfficerUnder 5%2025
Jj-Kmf, LLCOwnerUnder 5%2023
Mark Dinner ControlManaging Member & Chief Investment OfficerOver 75%2021
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Frequently asked questions

How much does Icw Holdings, LLC manage?

Icw Holdings, LLC reports $107.7 million in regulatory assets under management on its Form ADV.

How many employees does Icw Holdings, LLC have?

Icw Holdings, LLC reports 6 employees.

Does Icw Holdings, LLC disclose fund performance?

Icw Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone347-413-4750
Office hours9a.m. - 5p.m. Et
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$24M
Non-discretionary$83.7M
Total (RAUM)$107.7M