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CRD 160651
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ICV PARTNERS IV, LP | Private Equity Fund | $672M | Jul 30, 2024 | 41 | Mar 27, 2018 | reported | 021-288387 |
| ICV PARTNERS III, L.P. | Private Equity Fund | $301M | Jul 30, 2024 | 62 | Mar 28, 2013 | reported | 021-187799 |
| ICV PARTNERS II, L.P. | Private Equity Fund | $9.8M | Mar 30, 2022 | 38 | Feb 14, 2012 | dropped | n/a |
| ICV III IMS CO-INVESTOR, LLC | Private Equity Fund | $4.0M | Jul 30, 2024 | 1 | Mar 30, 2015 | reported | n/a |
| ICV PARTNERS, V, LP | Private Equity Fund | $0 | Jul 30, 2024 | 10 | Mar 29, 2024 | reported | 021-483702 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Dunefsky, Brian | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2019 | Mar 30, 2020 | Jul 30, 2024 |
| ICV PARTNERS, INC. | Member | Na | yes | 01/2018 | Dec 11, 2018 | Jul 30, 2024 |
| ICV PROFESSIONALS, LP | Member | E | yes | 01/2018 | Dec 11, 2018 | Jul 30, 2024 |
| METZ, LLOYD, M | MANAGING DIRECTOR | B | yes | 12/2006 | Feb 14, 2012 | Jul 30, 2024 |
| MORELAND, IRA, LVANT | MANAGING DIRECTOR | A | yes | 01/2018 | Mar 30, 2020 | Jul 30, 2024 |
| NOLFF, GREGORY, JOSEPH | CHIEF FINANCIAL OFFICER | Na | yes | 03/2003 | Feb 14, 2012 | Jul 30, 2024 |
| RAO, KALPANA, H. | MANAGING DIRECTOR | Na | yes | 01/2018 | Mar 30, 2020 | Jul 30, 2024 |
| WOODS, WILLIE, EDWARD | President | E | yes | 09/1999 | Feb 14, 2012 | Jul 30, 2024 |
| WOODS, WILLIE, EDWARD | Manager | E | yes | 09/1998 | Feb 14, 2012 | Jul 30, 2024 |
| WOODS, WILLIE, EDWARD | President | E | yes | 01/2018 | Feb 14, 2012 | Jul 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ICV ASSOCIATES III, LLC | n/a | n/a | n/a | N | yes | n/a |
| ICV ASSOCIATES IV, LLC | n/a | n/a | n/a | N | yes | n/a |
| ICV ASSOCIATES V, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Atlanta | Ga | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $694M | $694M | 13 | 9 | 1 | 4 | n/a |
| 2024 | Mar 28, 2025 | $802M | $802M | 18 | 11 | 1 | 4 | n/a |
| 2023 | Mar 29, 2024 | $1.2B | $1.2B | 24 | 15 | 1 | 4 | $976M |
| 2022 | Mar 30, 2023 | $984M | $984M | 21 | 13 | 1 | 3 | $984M |
| 2021 | Mar 30, 2022 | $988M | $988M | 20 | 12 | 1 | 4 | $988M |
| 2020 | Mar 29, 2021 | $1.1B | $1.1B | 19 | 12 | 1 | 4 | $1.1B |
| 2019 | Mar 30, 2020 | $1.1B | $1.1B | 16 | 12 | 1 | 4 | $1.1B |
| 2018 | Mar 28, 2019 | $1.1B | $1.1B | 15 | 11 | 1 | 4 | $1.1B |
| 2017 | Mar 27, 2018 | $960M | $960M | 16 | 12 | 1 | 4 | $960M |
| 2016 | Mar 30, 2017 | $502M | $502M | 16 | 13 | n/a | 3 | $502M |
| 2015 | Mar 31, 2016 | $665M | $665M | 14 | 11 | n/a | 3 | $665M |
| 2014 | Mar 30, 2015 | $661M | $661M | 13 | 11 | n/a | 3 | $661M |
| 2013 | Mar 31, 2014 | $655M | $655M | 12 | 11 | n/a | 2 | $655M |
| 2012 | Mar 28, 2013 | $437M | $437M | 13 | 11 | n/a | 2 | $437M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $694M | $802M | -13.5% | $984M | -11.0% | 13 | 18 | 1 | 1 |