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Icon Wealth Partners
Icon Wealth Partners is an SEC-registered investment adviser in Houston, TX, registered since 2022. The firm manages approximately $2.6 billion in regulatory...
Overview
Icon Wealth Partners is an SEC-registered investment adviser in Houston, TX, registered since 2022. The firm manages approximately $2.6 billion in regulatory assets. It has 22 employees and 15 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2022
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Frequently asked questions
How does Icon Wealth Partners structure its investment portfolios?
The firm builds globally diversified, tax-aware portfolios across public equities, fixed income, and private alternatives. It frequently employs direct indexing and tax-loss harvesting strategies to enhance after-tax returns, a key consideration for clients in high-income tax brackets. Private allocations are accessed through institutional funds and direct co-investments, often emphasizing real assets and energy infrastructure.
Does Icon Wealth Partners manage proprietary investment products?
No. Icon Wealth Partners operates as a registered investment advisor without proprietary funds or banking products. The firm retains discretion over manager and security selection, which eliminates conflicts related to selling in-house strategies. This independence supports its focus on open-architecture portfolio construction.
How does Icon Wealth Partners handle co-investment and alternative access?
The firm acts as a discretionary allocator into private equity, real estate, and direct energy deals, sourcing co-investment opportunities alongside established private sponsors. Because it does not compete for assets with a bank platform, the firm can negotiate access and fee terms directly, aiming to reduce the aggregate cost basis for its clients within alternative allocations.
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