Investment Company Institute
The trade association for regulated investment funds, the leading voice and data authority for mutual funds, ETFs, and their shareholders.
Financial profile
Investment Company Institute · EIN 13-5266605 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $84,136,163 | $73,033,661 | $6,232,848 | $77,130,848 | $63,100,275 | Sep 2023 |
| FY2022 | $80,146,435 | $72,308,217 | $5,673,959 | $68,854,682 | $55,140,815 | Sep 2022 |
| FY2021 | $72,478,404 | $67,100,456 | $2,536,694 | $67,975,698 | $40,835,713 | Sep 2021 |
| FY2020 | $71,824,481 | $66,705,994 | $2,564,339 | $70,766,857 | $39,231,561 | Sep 2020 |
| FY2019 | $79,650,345 | $67,012,558 | $8,809,100 | $75,166,953 | $41,620,397 | Sep 2019 |
| FY2018 | $74,633,466 | $64,605,998 | $6,979,063 | $71,325,983 | $44,073,890 | Sep 2018 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies Investment Company Institute is read alongside.
SIFMA
Securities Industry and Financial Markets Association
The trade association for US broker dealers, banks, and asset managers, the collective voice of the…
55 companies named
MFA
Managed Funds Association
The trade association for the global alternative asset management industry, representing hedge funds and…
12 companies named
IAA
Investment Adviser Association
The leading voice of fiduciary investment advisers, representing registered advisory firms before regulators…
40 companies named
BPI
Bank Policy Institute
The public policy, research, and advocacy organization representing the nation's leading banks on the issues…
N
Nareit
The trade association and data authority for the US REIT and publicly traded real estate industry, the voice…
20 companies named
Who backs ICI
Every company Investment Company Institute names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.
| Company | Support as published | Also named by |
|---|---|---|
| Citi logo | Meeting sponsor | A CRC EEI GSFCC INSA +3 |
| Deloitte | Meeting sponsor | AAA AAPA ABI ACS ACC +3 |
| Faegre Drinker | Meeting sponsor | ARA ACB ACLI AIPLA CBA +3 |
| Grant Thornton | Meeting sponsor | A DRC GKCCC GPC IPIT +3 |
| Kirkland & Ellis logo | Meeting sponsor | ACB ACS AIPLA AALS CPARF +3 |
| PwC logo | Meeting sponsor | ACC AHLA A AFP BAI +3 |
| Ropes & Gray | Meeting sponsor | ACB AHLA IIB IAPP IBA +3 |
| RSM logo | Meeting sponsor | AAA AFSA A ACMP AGA +3 |
| Venable logo | Meeting sponsor | AHLA ANA CESSE CFC CA +3 |
| Morrison Foerster logo | Meeting sponsor | CBA CBA IIB NAS NLBA +1 |
| Skadden logo | Meeting sponsor | ACB ASIL IIB INSA PLUS |
| Davis Polk logo | Meeting sponsor | ACB IIB NAWL NLBA |
| Dechert logo | Meeting sponsor | CFC IAPP NAPAB NLADA |
| Sidley | Meeting sponsor | ACLI IPAA IAPP SC |
| Stout logo | Meeting sponsor | AHLA N PIA |
| Stradley Ronon logo | Meeting sponsor | IAA NSCP CCGP |
| Goodwin logo | Meeting sponsor | ACS PLUS |
| LSEG logo | Meeting sponsor | AFP N |
| SS&C logo | Meeting sponsor | ABA AFP |
| BNY Mellon | Meeting sponsor | JIF |
| Cohen & Co logo | Meeting sponsor | GCP |
| DFIN | Meeting sponsor | NIRI |
| Seward & Kissel logo | Meeting sponsor | NAWL |
| Simpson Thacher logo | Meeting sponsor | ACB |
| Virtu Financial logo | Meeting sponsor | STA |
| VRC Logo | Meeting sponsor | TEI |
| Aberdeen Investments | Meeting sponsor | Only Investment Company Institute, so far |
| ATOZ logo | Meeting sponsor | Only Investment Company Institute, so far |
| Clough Capital logo | Meeting sponsor | Only Investment Company Institute, so far |
| Command Financial logo | Meeting sponsor | Only Investment Company Institute, so far |
| FundGuard logo | Meeting sponsor | Only Investment Company Institute, so far |
| iCapital logo | Meeting sponsor | Only Investment Company Institute, so far |
| Lincoln International logo | Meeting sponsor | Only Investment Company Institute, so far |
| OnCorps logo | Meeting sponsor | Only Investment Company Institute, so far |
| OppEff | Meeting sponsor | Only Investment Company Institute, so far |
| Prosek logo | Meeting sponsor | Only Investment Company Institute, so far |
| Quality Edgar Solutions logo | Meeting sponsor | Only Investment Company Institute, so far |
| Taxand logo | Meeting sponsor | Only Investment Company Institute, so far |
| Ultimus logo | Meeting sponsor | Only Investment Company Institute, so far |
| Vedder logo | Meeting sponsor | Only Investment Company Institute, so far |
| Willkie | Meeting sponsor | Only Investment Company Institute, so far |
| WTax logo | Meeting sponsor | Only Investment Company Institute, so far |
Sources: 2 published lists, read September 2026
2026 Retail Alternatives and Closed-End Funds Conference sponsors. Read September 28, 2026. Names from logo alt text on the conference page sponsor wall.
2026 Tax and Accounting Conference sponsors. Read September 28, 2026. Names from logo alt text under 'Thank You to Our Sponsors'.
Who backs Investment Company Institute's peers, but not Investment Company Institute
Companies named publicly by at least one of Investment Company Institute's five peer societies, and not found in Investment Company Institute's reviewed public records.
| Company | SIFMA | MFA | IAA | N | Peers |
|---|---|---|---|---|---|
| Broadridge | Diamond | Named | 2 of 4 | ||
| EY | Sponsor | Platinum Industry Partner | 2 of 4 | ||
| Greenberg Traurig | Presidential | Industry Partner | 2 of 4 | ||
| Greenboard Inc. | Exhibitor | Named | 2 of 4 | ||
| KPMG | Bronze | Platinum Industry Partner | 2 of 4 | ||
| MyComplianceOffice | Exhibitor | Named | 2 of 4 | ||
| Renaissance Regulatory Services | Exhibitor | Named | 2 of 4 | ||
| Saifr | Exhibitor | Named | 2 of 4 | ||
| Sidley Austin | Platinum | Prime Partners | 2 of 4 | ||
| A&O Shearman | Platinum | 1 of 4 | |||
| ACA Group | Premier Strategic Partners | 1 of 4 | |||
| Aero-Spike | Platinum Sponsor | 1 of 4 | |||
| Agile-Legal | Named | 1 of 4 | |||
| Akin | Prime Partners | 1 of 4 | |||
| Akin Gump Strauss Hauer & Feld | Gold | 1 of 4 | |||
| AlixPartners | Platinum | 1 of 4 | |||
| Alston & Bird | Industry Partner | 1 of 4 | |||
| Arcesium | Gold Sponsors | 1 of 4 | |||
| Axos Clearing | Sponsor | 1 of 4 | |||
| Bank of America | Platinum Industry Partner | 1 of 4 | |||
| Barrasso Usdin Kupperman Freeman & Sarver | Bronze | 1 of 4 | |||
| Berkshire Global Advisors | Core Strategic Partners | 1 of 4 | |||
| BetaNXT | Gold | 1 of 4 | |||
| BofA Securities | Prime Partners | 1 of 4 | |||
| BREEAM USA | Sustainability Industry Partner | 1 of 4 | |||
| Bressler, Amery & Ross | Bronze | 1 of 4 | |||
| Charles Schwab Advisor Services | Premier Strategic Partners | 1 of 4 | |||
| Compliance-Advisor-STP | Named | 1 of 4 | |||
| COMPLY | Educational Partners | 1 of 4 | |||
| Confluence | Named | 1 of 4 | |||
| CyberSecureRIA | Named | 1 of 4 | |||
| Davis Polk & Wardwell | Diamond | 1 of 4 | |||
| Davis Wright Tremaine | Silver | 1 of 4 | |||
| Debevoise & Plimpton | Silver | 1 of 4 | |||
| Deloitte & Touche | Silver | 1 of 4 | |||
| DFPPartners | Named | 1 of 4 | |||
| ECI | Gold Sponsors | 1 of 4 | |||
| Egnyte | Core Strategic Partners | 1 of 4 | |||
| EveryoneSocial | Bronze | 1 of 4 | |||
| Faegre Drinker Biddle & Reath | Premium Patron | 1 of 4 | |||
| Fairview | Core Strategic Partners | 1 of 4 | |||
| Fellow | Silver Sponsor | 1 of 4 | |||
| FICO | Diamond | 1 of 4 | |||
| Fidelity | Silver | 1 of 4 | |||
| First Street | Sustainability Industry Partner | 1 of 4 | |||
| FIS | Bronze | 1 of 4 | |||
| Fried, Frank, Harris, Shriver & Jacobson | Diamond | 1 of 4 | |||
| Global Relay | Premium Patron | 1 of 4 | |||
| Goldman Sachs | Industry Partner | 1 of 4 | |||
| Green Street | Other Industry Partner | 1 of 4 | |||
| hadrius | Named | 1 of 4 | |||
| Havoc-Defense | Named | 1 of 4 | |||
| Helios | Named | 1 of 4 | |||
| HSBC Global Banking and Markets | Prime Partners | 1 of 4 | |||
| IMS Legal Strategies | Exhibitor | 1 of 4 | |||
| J.P. Morgan | Prime Partners | 1 of 4 | |||
| Jones Day | Platinum | 1 of 4 | |||
| Katten | Named | 1 of 4 | |||
| Katten Muchin Rosenman | Premium Patron | 1 of 4 | |||
| KL_Gates | Named | 1 of 4 | |||
| Kroll | Named | 1 of 4 | |||
| Latham & Watkins | Platinum | 1 of 4 | |||
| Mayer Brown | Gold | 1 of 4 | |||
| McDermott Will & Schulte | Prime Partners | 1 of 4 | |||
| McGuireWoods | Silver | 1 of 4 | |||
| Measurabl | Sustainability Industry Partner | 1 of 4 | |||
| Milbank | Gold | 1 of 4 | |||
| Mirrorweb | Named | 1 of 4 | |||
| Moore & Van Allen | Silver | 1 of 4 | |||
| Morgan Stanley | Industry Partner | 1 of 4 | |||
| n-Tier Financial Services | Exhibitor | 1 of 4 | |||
| Ncontracts | Named | 1 of 4 | |||
| Norm Ai | Premier Strategic Partners | 1 of 4 | |||
| Optima_Partners | Named | 1 of 4 | |||
| Options Clearing Corporation | Gold | 1 of 4 | |||
| Paul, Weiss, Rifkind, Wharton & Garrison | Diamond | 1 of 4 | |||
| Quest-CE | Named | 1 of 4 | |||
| QuisLex | Diamond | 1 of 4 | |||
| Red Oak Compliance Solutions | Core Strategic Partners | 1 of 4 | |||
| RegEd | Named | 1 of 4 | |||
| Responsiv AI | Exhibitor | 1 of 4 | |||
| Ridgeline_logo | Named | 1 of 4 | |||
| Salus GRC | Core Strategic Partners | 1 of 4 | |||
| Santander | Industry Partner | 1 of 4 | |||
| Scotiabank | Industry Partner | 1 of 4 | |||
| Shield FC | Exhibitor | 1 of 4 | |||
| SIA | Premium Patron | 1 of 4 | |||
| Skadden, Arps, Slate, Meagher & Flom | Gold | 1 of 4 | |||
| Skematic | Named | 1 of 4 | |||
| Smarsh | Premium Patron | 1 of 4 | |||
| SmartBrief | Media Partner | 1 of 4 | |||
| smartria | Named | 1 of 4 | |||
| Snyder Kearney | Exhibitor | 1 of 4 | |||
| SS&C Advent | Premier Strategic Partners | 1 of 4 | |||
| StarCompliance Operating LLC | Exhibitor | 1 of 4 | |||
| StarkStark | Named | 1 of 4 | |||
| Stradley Ronan Stevens & Young | Premium Patron | 1 of 4 | |||
| StratiFi | Named | 1 of 4 | |||
| Sullivan & Cromwell | Diamond | 1 of 4 | |||
| UBS Investment Bank | Host | 1 of 4 | |||
| Vinson and Elkins | Industry Partner | 1 of 4 | |||
| Watts-PR-Group | Named | 1 of 4 | |||
| Wells Fargo Securities | Platinum Industry Partner | 1 of 4 | |||
| Willkie Farr & Gallagher | Platinum | 1 of 4 | |||
| WilmerHale | Silver | 1 of 4 | |||
| Winston Taylor | Premium Patron | 1 of 4 | |||
| Wolf & Company | Core Strategic Partners | 1 of 4 | |||
| Yardi | Other Industry Partner | 1 of 4 |
The outside view
The trade association for regulated investment funds, the leading voice and data authority for mutual funds, ETFs, and their shareholders.
- Authority
- Preserve
- Outward
- Operational
Their shape
The League
Far-flung, and stronger for it.
The League is a federation of many, where the value lives in the connections between its members and chapters. Its gift is reach and resilience, its challenge is holding a shared identity across all its parts.
Also reads toward The Citadel, The Parliament and The Legacy.
Strengths
Not an official page of Investment Company Institute. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.