DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Icr Partners
Legal name Icr Partners, LLC
Latest filing Sep 15, 2026
First filing on the tape Sep 4, 2019 · 23 filings
SEC status approved since Jan 24, 2020
RAUM
$799M
reported, Item 5.F
Discretionary
14%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$399M
derived; firm RAUM over IAPD count
Employees
6
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$799M as of May 26, 2026
Apr 30, 2022$346M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of May 26, 2026
May 19, 20200 then
Employees (5.A)6 as of May 26, 2026
May 19, 20203 then
Private funds: no history
RAUM +66% over the last fiscal year+48% a year over threeIARs 0 to 1
Practice profile
derived from the filing of Sep 15, 2026; every figure names its basis
- RAUM per advisor
- $399MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 14%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +66%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Banks and thrifts$799M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 413reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Dane Mehringer | Nashvillle, Tn | May 27, 2026 | 14 y | 0 |
| Robert Francis MehringerChartered Financial Analyst | Nashvillle, Tn | Jun 15, 2026 | 27 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Robert Francis Mehringer from Fdx Advisors, Inc.Jun 15, 2026 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Francis Robert Mehringer · Chief Investment Officer, Chief Compliance Officer, Shareholdercontrolsince 09/2024 · owns less than 5%
Entity owners
- Up Capital, LLC · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- Mainstreet Advisorsinvestment adviseryRAUM $5.9B
Advisers that list Icr Partners as a related person
- 146615 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Nashvillle, Tn · principal | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Succession · false to unsetMay 26, 2026 to Sep 15, 2026
- Financial planning clients · 0 to 0May 26, 2026 to Sep 15, 2026
- Accounts · 261 to 413Jun 10, 2025 to Mar 9, 2026
- Employees · 5 to 6Jun 10, 2025 to Mar 9, 2026
- State-registered IARs · 0 to 1Jun 10, 2025 to Mar 9, 2026
- Discretionary RAUM · $0 to $110MJun 10, 2025 to Mar 9, 2026
- Non-discretionary RAUM · $480M to $689MJun 10, 2025 to Mar 9, 2026
- RAUM · $480M to $799MJun 10, 2025 to Mar 9, 2026
- Financial planning clients · 0 to 0Mar 24, 2025 to Jun 10, 2025
- Accounts · 7 to 261Oct 4, 2024 to Mar 24, 2025
- Advisory employees · 3 to 1Oct 4, 2024 to Mar 24, 2025
- Financial planning clients · unset to 0Oct 4, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $225M to $480MOct 4, 2024 to Mar 24, 2025
- RAUM · $225M to $480MOct 4, 2024 to Mar 24, 2025
- Related adviser · false to trueMar 26, 2024 to Oct 4, 2024
- Non-discretionary RAUM · $245M to $225MMar 1, 2023 to Mar 26, 2024
- RAUM · $245M to $225MMar 1, 2023 to Mar 26, 2024
- HQ city · ARLINGTON to NASHVILLLEDec 15, 2022 to Mar 1, 2023
- HQ state · TX to TNDec 15, 2022 to Mar 1, 2023
- Accounts · 8 to 7Apr 30, 2022 to Dec 15, 2022
- Employees · 4 to 5Apr 30, 2022 to Dec 15, 2022
- Non-discretionary RAUM · $346M to $245MApr 30, 2022 to Dec 15, 2022
- RAUM · $346M to $245MApr 30, 2022 to Dec 15, 2022
- Accounts · 318 to 8May 25, 2021 to Apr 30, 2022
- Other offices · 1 to 0May 25, 2021 to Apr 30, 2022
- Discretionary RAUM · $266M to $0May 25, 2021 to Apr 30, 2022
- Non-discretionary RAUM · $0 to $346MMay 25, 2021 to Apr 30, 2022
- RAUM · $266M to $346MMay 25, 2021 to Apr 30, 2022
- Accounts · unset to 318.0Mar 31, 2021 to May 25, 2021
- Discretionary RAUM · unset to 265875477.0Mar 31, 2021 to May 25, 2021
- Non-discretionary RAUM · unset to 0.0Mar 31, 2021 to May 25, 2021
- RAUM · unset to 265875477.0Mar 31, 2021 to May 25, 2021
- Advisory employees · 2 to 3May 20, 2020 to Mar 25, 2021
- Employees · 3 to 4May 20, 2020 to Mar 25, 2021
- Other offices · 3 to 1May 20, 2020 to Mar 25, 2021
- Other offices · 2 to 3Oct 28, 2019 to Oct 29, 2019
- Advisory activities · 1 to 2Sep 4, 2019 to Oct 24, 2019
Signals
22 dated events
- Icr Partners reported RAUM $798.7M, up 66% from $479.8M (2025-06-10 to 2026-03-09)Mar 9, 2026 · RAUM change · derived
- Icr Partners reported RAUM $479.8M, up 113% from $224.9M (2024-10-04 to 2025-03-24)Mar 24, 2025 · RAUM change · derived
- Samuel Frank Serrino (Member) no longer on Schedule A of Icr Partners (listed 2024-03-26, absent 2024-10-04)Oct 4, 2024 · Control person left · inference
- Howard Gamer (Member) no longer on Schedule A of Icr Partners (listed 2024-03-26, absent 2024-10-04)Oct 4, 2024 · Control person left · inference
- Bruner Kathryn Stone (Shareholder) no longer on Schedule A of Icr Partners (listed 2024-03-26, absent 2024-10-04)Oct 4, 2024 · Control person left · inference
- Michael Timothy Quinton (Manager) no longer on Schedule A of Icr Partners (listed 2024-03-26, absent 2024-10-04)Oct 4, 2024 · Control person left · inference
- Scott Andrew Hermann (Member) no longer on Schedule A of Icr Partners (listed 2024-03-26, absent 2024-10-04)Oct 4, 2024 · Control person left · inference
- Nicole Megan Moskowitz (Member) no longer on Schedule A of Icr Partners (listed 2024-03-26, absent 2024-10-04)Oct 4, 2024 · Control person left · inference
- Scott Daniel Hermann (Member) no longer on Schedule A of Icr Partners (listed 2024-03-26, absent 2024-10-04)Oct 4, 2024 · Control person left · inference
- Sue Kimberly Hermann (Member) no longer on Schedule A of Icr Partners (listed 2024-03-26, absent 2024-10-04)Oct 4, 2024 · Control person left · inference
- Robert Kevin Koch (Trustee) no longer on Schedule A of Icr Partners (listed 2024-03-26, absent 2024-10-04)Oct 4, 2024 · Control person left · inference
- Icr Partners reported RAUM $244.6M, down 29% from $345.7M (2022-04-30 to 2022-12-15)Dec 15, 2022 · RAUM change · derived
- Bruner Kathryn Stone (Shareholder) appeared on Schedule A of Icr PartnersDec 13, 2019 · Control person joined · fact
- Samuel Frank Serrino (Member) appeared on Schedule A of Icr PartnersDec 13, 2019 · Control person joined · fact
- Howard Gamer (Member) appeared on Schedule A of Icr PartnersDec 13, 2019 · Control person joined · fact
- Michael Timothy Quinton (Manager) appeared on Schedule A of Icr PartnersDec 13, 2019 · Control person joined · fact
- Scott Andrew Hermann (Member) appeared on Schedule A of Icr PartnersDec 13, 2019 · Control person joined · fact
- Nicole Megan Moskowitz (Member) appeared on Schedule A of Icr PartnersDec 13, 2019 · Control person joined · fact
- Scott Daniel Hermann (Member) appeared on Schedule A of Icr PartnersDec 13, 2019 · Control person joined · fact
- Sue Kimberly Hermann (Member) appeared on Schedule A of Icr PartnersDec 13, 2019 · Control person joined · fact
- Robert Kevin Koch (Trustee) appeared on Schedule A of Icr PartnersDec 13, 2019 · Control person joined · fact
- Icr Partners filed its initial SEC registration (Form ADV)Sep 4, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/14035513/adminreportedpublic record, Form ADV, Sep 17, 2026
- Website
- icrpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (817) 854-3253reportedpublic record, Form ADV, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $399Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026