INTERFUNDS

RIASEC Registered
Total AUM
$9.1M
Discretionary
$9.1M
100% of AUM
Avg account
$9.1M
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
EMERYVILLE, California
CRD number
136177
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Interfunds is organized as a corporation and is classified in FINTRX as a hedge fund that serves institutional clients. Ownership is listed as individual, and the firm operates as a broker-dealer while providing portfolio management for pooled investment vehicles. Its client-fee arrangements include AUM-based percentage fees and fixed-fee arrangements. Interfunds is not identified as an active ESG investor, is not a multi-state adviser, and is not characterized as a capital allocator or a pension consultant.

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

Contacts

1 of 1
  • GEORGE PASTOR

    PresidentCRD 2991813

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EMERYVILLE, CA

ALAMEDA

Location

EMERYVILLE, CA

Headquartered in EMERYVILLE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
2000 Powell St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth