Data / Investment advisers / North Carolina / Ifc Core Investment Management LLC
Ifc Core Investment Management LLC, Raleigh, NC: $742 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ifc Core Investment Management LLC is an SEC registered investment adviser with its main office in Raleigh, North Carolina and reports $742 million in regulatory assets under management in its Form ADV filed May 14, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 302090
- SEC file number
- 801-117464
- SEC status
- Approved, effective October 10, 2019
- Main office
- 1318 Dale Street, Raleigh, NC 27605
- Phone
- (252) 523-0800
- Regulatory AUM
- $742,448,008 in the Form ADV filed May 14, 2026
- Discretionary AUM
- $742,448,008
- Accounts
- 1
- Employees
- 44, of which 21 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 14, 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 type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $742.4 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 of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $742.4 million | March 31, 2026 |
| December 1, 2025 | $758.2 million | June 9, 2025 |
Other advisers in Raleigh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Symmetry Inc. | Raleigh | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Triangle Wealth Management | Raleigh | $1.29 billion | Not listed | adviserinfo.sec.gov |
| Founders Financial Alliance, LLC | Raleigh | $1.19 billion | Not listed | adviserinfo.sec.gov |
| Cardinal Capital Management Inc | Raleigh | $1.03 billion | Not listed | adviserinfo.sec.gov |
| Capital Investment Counsel Inc | Raleigh | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Cordgrass Capital Advisors, LLC | Raleigh | $729.9 million | Not listed | adviserinfo.sec.gov |
| Tradewinds, LLC | Raleigh | $659.4 million | Not listed | adviserinfo.sec.gov |
| Collegiate Capital Management, Inc. | Raleigh | $653 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Raleigh, NC
- Investment advisers in North Carolina
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Ifc Core Investment Management LLC on the SEC's adviser search
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.