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- Custodian
- City National Bank ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-06-2008
- Office Locations
- 1
Office Locations
About ICG Advisors, LLC
ICG Advisors is an independent investment management firm providing OCIO and investment consulting to a select group of highly successful individuals, families, and institutions. Founded in 2009, its senior team (15-35 years' experience) builds highly customized portfolios and manager lineups to preserve and grow wealth across market cycles, delivering high-touch, white-glove service and moving quickly on unique opportunities.
Reported data analysis
What the numbers show
Between September 2, 2025 and May 21, 2026, reported AUM increased 2.0%, from $7.8B to $7.9B.
Across 5 reported observations, AUM increased 13.9% between November 4, 2022 and May 21, 2026, from $7.0B to $7.9B.
Of the latest reported AUM, 27.3% is discretionary and 72.7% is non-discretionary.
The firm reports 24 advisory representatives and 70 clients, or 2.9 clients per representative. That equates to $113.2M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on May 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full ICG Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH JEFFREY ASSAF
Co-Chief Investment Officer, Investment Advisor, Senior Managing Director
- CRD
- #1428157
- Ownership
- 75% or more
ROBERT BENJAMIN EDELSTEIN
Managing Director
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,164,130,831 | $113,901,623 |
| Non-Discretionary | $5,759,195,293 | $64,710,059 |
| Total | $7,923,326,124 | $73,364,131 |
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Separately Managed Accounts
SMA allocation detail is available
ICG Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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ICG Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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