Skip to the page

Data / Investment advisers / California / Ifc Advisors LLC

Ifc Advisors LLC, Los Angeles, CA: $2.3 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Ifc Advisors LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $2.3 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees. It advises 3 private funds.

The request: Watch Ifc Advisors LLC (CRD number 332157): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
332157
SEC file number
801-130735
SEC status
Approved, effective July 24, 2024
Main office
11601 Wilshire Blvd Suite 1725, Los Angeles, CA 90025
Phone
(310) 596-1250
Website
ifcadvisors.com
Regulatory AUM
$2,344,170,698 in the Form ADV filed March 30, 2026
Discretionary AUM
$1,757,630,418
Non discretionary AUM
$586,540,280
Accounts
2,054
Employees
18, of which 9 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, fixed fees
Private funds
3: 2 venture capital funds, 1 real estate fund
Gross assets of private funds
$10,053,125
Other offices
1
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 30, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals270$2.08 billion
Charitable organizations13$154.2 million
Corporations or other businesses21$69.4 million
Pension and profit sharing plans15$26.5 million
Individuals (other than high net worth individuals)74$15.1 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$2.34 billionMarch 30, 2026
December 1, 2025$2.34 billionNovember 5, 2025

Other advisers in Los Angeles

AdviserCityAUMPrivate fundsSource
Breakthrough PropertiesLos Angeles$2.69 billion12adviserinfo.sec.gov
CIM Capital, LLCLos Angeles$2.68 billion7adviserinfo.sec.gov
Howard Capital Management Group, LLCLos Angeles$2.56 billionNot listedadviserinfo.sec.gov
Ssi Investment Management LLCLos Angeles$2.55 billionNot listedadviserinfo.sec.gov
Perennial Financial ServicesLos Angeles$2.50 billionNot listedadviserinfo.sec.gov
Browning West LPLos Angeles$2.24 billion5adviserinfo.sec.gov
Oakmont CorporationLos Angeles$2.22 billion13adviserinfo.sec.gov
Evolve Private Wealth, LLCLos Angeles$2.15 billion1adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.