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ICON ADVISERS, INC.

Business and Investment Profile

The ICON ADVISERS, INC. is a privately held investment adviser that advises $875.9mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ICON ADVISERS, INC. is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 4.66% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 35.23 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8480 E ORCHARD ROAD SUITE 1200, GREENWOOD VILLAGE, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 14 employees comprised of 5 investment and 9 non-investment staff. The total number of Employees decreased by 22.22% over the last 5-years.

Asset Profile

Their $875.9mn in assets advised are owned by 0 private funds, 7 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $783.18mn or 89.41% of Total Assets and High Net Worth Individuals own $89.1mn or 10.17% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees and management fees.

Sub-Advisers

ICON ADVISERS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ICON ADVISERS, INC.

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Keywords: Icon Advisers, Icon
Generated 2026-09-12T06:49:41.9112182.  © 2026 Convergence.