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| Happy Holidays!! thanks for using AUM13F!! |
| IFC Advisors LLC
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| CRD # | 332157 |
| SEC # | 801-130735 |
| CIK # | 0002053348 |
| AUM | $2.3 B (2025-03-31) |
| Employees | 17 (41% Investors, 0% Brokers) |
| Phone | 310-596-1250 |
| Address | 11601 Wilshire Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Genius Sports Ltd | 29.9 | ||
| Microsoft Corp | 13.2 | ||
| Apple Inc | 12.1 | ||
| J P Morgan Chase & Co | 10.5 | ||
| Nvidia Corp | 10.4 | ||
| Amazon Com Inc | 9.3 | ||
| Alphabet Inc | 6.5 | ||
| United Technologies Corp /DE/ | 5.3 | ||
| Altimar Acquisition Corp | 5.1 | ||
| Broadcom Inc | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | IFC Wolverton LLC | [2025-03-31] | 4.0 | 4.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 180 | 2.3 |
| (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 | 7 | 0.0 |
| (h) Charitable organizations | 12 | 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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,901 | 2.3 |
| By Discretionary | ||
| Discretionary | 941 | 1.5 |
| Non-Discretionary | 960 | 0.8 |
| Total | 1,901 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 1,901 | 2.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| IFC Capital Partners LLC | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053348] |
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