CIF MANAGEMENT INC.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HARTLAND, Vermont
CRD number
322747

Firm profile

FINTRX

Overview

CIF Management Inc. operates as a sponsor, general partner and managing member of pooled investment vehicles with a clear tilt toward venture capital activity. The firm appears to function primarily as a fund manager rather than a retail or institutional advisory practice: its regulatory footprint and reported activity reflect fund sponsorship and GP responsibilities rather than a traditional wealth-management platform. CIF Management Inc. is not reported as an active ESG investor, and it does not act as a capital allocator in the sense of running a broad, discretionary multi-asset allocation business. Given its classification as an unclassified domestic entity and the limited client/advisory reporting, the firm’s investment focus is concentrated on private, early-stage investments managed through pooled vehicles. That positioning suggests the firm’s manager allocation interest is oriented to direct equity exposure in privately held companies, deal sourcing, active board or governance roles typical of GPs, and the follow-on financing paths that characterize small venture funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HARTLAND, VT

WINDSOR

Location

HARTLAND, VT

Headquartered in HARTLAND, VT, in the Northeast of the United States.

Region
Northeast
County
WINDSOR
Address
2 Quechee Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth