|
⚲
|
| Keyboard |
| IFC Advisors LLC
✚
|
|
|---|---|
| CRD # | 332157 |
| SEC # | 801-130735 |
| CIK # | 0002053348 |
| AUM | 2.3 B (2026-03-30) |
| Employees | 18 (50% Investors, 0% Brokers) |
| Phone | 310-596-1250 |
| Address | 11601 Wilshire Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002053348 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Genius Sports Ltd | 15.9 | ||
| Apple Inc | 14.6 | ||
| Nvidia Corp | 11.0 | ||
| Alphabet Inc | 10.8 | ||
| Microsoft Corp | 9.9 | ||
| Amazon Com Inc | 9.0 | ||
| J P Morgan Chase & Co | 8.5 | ||
| KKR & Co LP | 6.4 | ||
| United Technologies Corp /DE/ | 6.4 | ||
| Progressive Corp/Oh/ | 6.0 | ||
| FPL Group Inc | 5.6 | ||
| Freeport McMoran Copper & Gold Inc | 5.2 | ||
| Caterpillar Inc | 4.6 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | IFC Cinder LLC | [2025-11-05] | 5.0 M | 4.9 M |
| VC | IFC Oxcart LLC | [2025-11-05] | 4.1 M | 1.1 M |
| RE | IFC Wolverton LLC | [2025-03-31] | 4.0 M | 4.0 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 0.0 |
| (b) Individuals (high net worth individuals) | 270 | 2.1 |
| (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 | 15 | 0.0 |
| (h) Charitable organizations | 13 | 0.2 |
| (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 | 21 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,054 | 2.3 |
| By Discretionary | ||
| Discretionary | 967 | 1.8 |
| Non-Discretionary | 1,087 | 0.6 |
| Total | 2,054 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 2,054 | 2.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Marc Ackerman | 4 | 2 | ||
| IFC Capital Partners LLC | 2 | 1 | ||
| Nhaman Pelphrey | 2 | 1 | ||
| Francois Vitjoen | 1 | 1 | ||
| Franchois Vitjoen | 1 | 1 | ||
| Partners LLC Ifc Capital | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053348] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
OREI Advisors LP
✚
|
TX | 2.2 B |
|
Condor Capital Management
✚
|
NJ | 2.2 B |
|
Roundview Capital LLC
✚
|
NJ | 2.1 B |
|
HCR Wealth Advisors
✚
|
CA | 2.0 B |
|
Bulltick Wealth Management LLC
✚
|
FL | 1.9 B |
|
Latash Investments LLC
✚
|
AK | 1.7 B |
|
Buchanan Street Partners LP
✚
|
CA | 1.6 B |
|
Allen Capital Group LLC
✚
|
NE | 1.5 B |
|
AWM Capital LLC
✚
|
AZ | 1.5 B |
|
Gibraltar Capital Management Inc
✚
|
OK | 1.3 B |