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- Custodian
- City National Bank ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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