Cifc Asset Management LLC

RIASEC Registered
Total AUM
$44.6B
Discretionary
$44.6B
100% of AUM
Avg account
$297M
Accounts
150
Employees
200
Advisory reps
5

Firm details

Headquarters
Miami, Florida
CRD number
159172
Registered since
December 1, 2011
Website
cifc.com
Custodians
BARCLAYS BANK PLC, THE BANK OF NEW YORK MELLON, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles85.77%
  • Other6.28%
  • Other Investment Advisers2.72%
  • Corporations / Businesses2.47%
  • Insurance Companies1.64%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cifc Asset Management LLC is a privately held LLC that operates as a multi-strategy investment manager focused on institutionally oriented pooled vehicles. The firm is registered with the SEC and has been since 2011. Its corporate profile combines hedge fund, private equity and securitized-asset strategies and it serves primarily institutional clients. Cifc acts in sponsor and manager roles for pooled investment vehicles and performs portfolio management for both pooled vehicles and business or institutional balance sheets. The firm also functions as a CPO/CTA in its trading activity and charges a mix of percentage-of-AUM fees and performance-based fees. Cifc reports being an active ESG investor and incorporates ESG considerations into its investment process.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Private Funds 62%, Other 28%, Cash & Cash Equivalents 7%, Non-Investment Grade Corp Bonds 3%62%
  • Private Funds62%
  • Other28%
  • Cash & Cash Equivalents7%
  • Non-Investment Grade Corp Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1 Se 3rd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth