IFC Core Investment Management LLC

RIASEC RegisteredEst. 2019
Total AUM
$742M
Discretionary
$742M
100% of AUM
Avg account
$742M
Accounts
1
Employees
44
Advisory reps
4

Firm details

Headquarters
Raleigh, North Carolina
CRD number
302090
Registered since
October 10, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

IFC Core Investment Management LLC is a limited liability company that operates as an institutional registered investment adviser focused on managing pooled investment vehicles. The firm registered with the SEC in 2019 and serves institutional clients. Its compensation includes both a percentage-of-assets-under-management component and performance-based fees, consistent with sponsorship or GP roles in pooled products. IFC Core’s advisory activity is centered on portfolio management for pooled vehicles; it also identifies itself as an adviser/sponsor and as a managing member or general partner of pooled investment vehicles. The firm does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not list pension consulting among its services. Ownership is described as involving a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Erika Viall

    Erika Viall

    Chief Financial OfficerCRD 6887599

  • Charles Mcnairy

    Charles Mcnairy

    Chief Executive Officer & Chief Investment OfficerCRD 2623077

  • Thomas Younger

    Chief Compliance OfficerCRD 7168998

Contacts

1 of 1
  • Elizabeth Cheatham

    PresidentCRD 8068396

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
1318 Dale St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth