The IFC ADVISORS is a privately held investment adviser that advises $2.35Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. IFC ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 0.57% over the last 1-years.
The Group has been registered with the SEC for 2.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 11601 WILSHIRE BLVD SUITE 1725, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 9 investment and 9 non-investment staff. The total number of Employees increased by 20% over the last 2-years.
Their $2.35Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 49 other accounts. Assets of High Net Worth Individuals clients own $2.08Bn or 88.31% of Total Assets and Charitable Organizations own $154.21mn or 6.55% of Total Assets.
The Group's top investment strategies include Early Stage and Multi Strat, representing 51.08% and 48.92% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
IFC ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.