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Icebridge Financial Group

Icebridge Financial Group. CRD 323346

I

CRD: 323346

Icebridge Financial Group

Boca Raton, FL, 33432
5617785060
www.icebridge.one
$70.0M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail
Platforms
CatalystBridge ember +more
Established Date
08-01-2022
Office Locations
1

Office Locations

433 Plaza Real, Suite 275 Boca Raton FL

About Icebridge Financial Group

IceBridge Financial Management provides independent, flat-fee strategic advisory to owner-led and cross-border businesses, focusing on capital structure, financing, and transaction support. The firm represents owners in negotiations, translating business fundamentals for lenders and institutional investors and helping protect value and optimize liquidity. Custody relationships include Schwab and Interactive Brokers.

Team overview

42 AVG AGE
$70.0M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

North Bridge Momentum Ridge focus Beacon capital Delta harbor Matrix insight Value eagle

Client Personas

Quantum eagle Unison

Custodian

Frontier Insight insight Oak Horizon Optima harbor Atlas Capital Oak prime Matrix focus Pathway ember Foundation beacon

Investment Themes

Horizon Catalyst ridge Frontier Alpha vital

Investment Vehicles

Momentum Optima momentum Momentum

Platform

Matrix vertex

Services

Harbor meridian Quantum Delta momentum Frontier Focus crest Focus alpha Catalyst

Technology

Radial crest Matrix Peak oak Harbor Legacy meridian

Owner & Executives

Anatoly Iofe

Anatoly Iofe

Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL

CRD
#6960075
Ownership
75% or more
(644) 407-2383
summit.horizon@glaciercapital.com
in linkedin.com/in/zenith-delta
S

Saglara Iofe

PRINCIPAL

CRD
--
Ownership
Less than 5%
(696) 481-3039
value.capital@momentumcapital.com
in linkedin.com/in/atlas-north

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Contacts

A

Anatoly Iofe

Founder / International Financial Advisor

CRD
--
(578) 570-5218
radial.element@vitalcapital.com
in linkedin.com/in/alpha-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-05-2023
Category Assets AVG. Account size
Discretionary $70,000,000 $3,350,000
Non-Discretionary $0 --
Total $70,000,000 $3,350,000

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Separately Managed Accounts

Total SMA Asset: $70,000,000

$70.0M Total SMA
Private Funds:
9.5%
U.S. Government/Agency:
18.2%
Corporate - Investment Grade:
14.9%
Public Funds:
7.4%
Equity - Exchange:
15.0%
Corporate - Non-Investment Grade:
15.6%
Cash:
19.4%
Asset class Assets Assets %
Private Funds $847,498,002 9.5%
U.S. Government/Agency $1,623,627,750 18.2%
Corporate - Investment Grade $1,329,233,708 14.9%
Public Funds $660,156,338 7.4%
Equity - Exchange $1,338,154,739 15.0%
Corporate - Non-Investment Grade $1,391,680,929 15.6%
Cash $1,730,680,130 19.4%
Total $8,921,031,596 100.0%

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