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| 3 38 Investment Fiduciaries Inc
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|---|---|
| CRD # | 298053 |
| SEC # | 801-114078 |
| CIK # | |
| AUM | 1,035.1 M (2026-06-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 818-296-9529 |
| Address | 3355 Cochran Street Simi Valley, CA 93063 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 207 | 1,035.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 207 | 1,035.1 |
| By Discretionary | ||
| Discretionary | 207 | 1,035.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 207 | 1,035.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,035.1 | |
| Total | 207 | 1,035.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Quona Capital Management LLC
✚
|
DC | 1,046.7 M |
|
CIFC Investment Management LLC
✚
|
FL | 1,043.1 M |
|
Stelac Capital Partners LLC
✚
|
NY | 1,042.7 M |
|
ESP Investment Advisors LLC
✚
|
TX | 1,040.7 M |
|
LS BDC Adviser LLC
✚
|
FL | 1,040.2 M |
|
Newfront Retirement Services Inc
✚
|
CA | 1,038.9 M |
|
Runway Growth Capital LLC
✚
|
IL | 1,032.7 M |
|
AC Funds LLC
✚
|
NJ | 1,030.9 M |
|
Wedbush Fund Advisers LLC
✚
|
CA | 1,021.2 M |
|
Soundwatch Capital LLC
✚
|
TX | 1,021.0 M |