Intermediate Capital Group, Inc is a large advisory firm based in New York. It manages $9.88 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.
Intermediate Capital Group provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intermediate Capital Group, Inc is $9.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1135% since the beginning of its operation, and $8.45 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Intermediate Capital Group, Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Brian Michael Spenner is pooled investment vehicles with 34 clients and $9.86 billion of assets under management. Among the 6 most similar advisory firms, Intermediate Capital Group has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $9.86 billion for 34 clients. 64% of the firm’s clients are foreign persons or businesses.
Intermediate Capital Group also advises several private funds. Namely, one hedge fund, two other private funds, five private equity funds, and eleven securitized asset funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 85 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brian Michael Spenner has been acting as President since 1 Jul 2013. Vijay Vithal Bharadia joined the executive team most recently as the Director & Authorized Officer.
The principal office where Intermediate Capital Group, Inc performs its advisory services is located at 600 Lexington Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-710-9650 or by fax 212-710-9651. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at icgplc.com and its LinkedIn profile.