Imperial Fund Asset Management LLC

Overview

Imperial Fund Asset Management LLC is a privately owned investment adviser and insurance broker that registers with the SEC (registered in 2022). The firm serves both individual and family clients as well as institutional investors. Its advisory work includes financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Industry affiliations indicate Imperial acts in sponsor/GP and managing-member roles for pooled vehicles and maintains broker-dealer relationships. Fee arrangements are mixed: the firm charges a percentage of assets under management and also uses hourly billing and performance-based fees. Imperial does not describe itself as an active ESG investor and is not designated as a multi-state adviser or pension consultant.

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Location & Offices