IFC INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
Avg account
$0
Accounts
0
Employees
44
Advisory reps
10

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
305377
Registered since
April 21, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

IFC Investment Management, LLC is an SEC-registered investment adviser that began registration in 2021 and operates as a limited liability company. The firm describes its advisory role primarily as portfolio management for pooled investment vehicles and is affiliated with other investment entities; its filings note it can act as sponsor, general partner, or managing member of pooled vehicles. IFC charges clients by a percentage of assets under management and also collects performance-based fees, which aligns with its fund-focused activity. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant. Ownership is listed as a combination of a domestic entity and an individual, and IFC is marked as a related adviser to other entities.

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

Owners & executives

3 of 3
  • Thomas Younger

    Chief Compliance OfficerCRD 7168998

  • Erika Viall

    Chief Financial OfficerCRD 6887599

  • CHARLES MCNAIRY

    Chief Executive Officer & Chief Investment OfficerCRD 2623077

Contacts

3 of 7
  • KATHERINE COVINGTON

    Direct OwnerCRD 7320563

  • EDWARD COVINGTON

    Direct OwnerCRD 7320566

  • LAURA BALL

    Direct OwnerCRD 7320571

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth