Cifc Investment Management LLC

RIASEC Registered
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$522M
Accounts
2
Employees
200
Advisory reps
5

Firm details

Headquarters
Miami, Florida
CRD number
107050
Registered since
January 28, 1997
Website
cifc.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Cifc Investment Management LLC is an SEC-registered institutional registered investment adviser organized as an LLC and operating since 1997. The firm provides portfolio management for investment companies and serves an institutional client base. Its fees combine a percentage-of-assets model with performance-based fees, consistent with managers that run pooled vehicles or separate institutional mandates. The firm identifies as an active ESG investor and participates in several industry roles — including acting as an investment adviser, CPO/CTA, and as sponsor or general partner of pooled investment vehicles.

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

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