IFAM CAPITAL
Latest filing: Mar 28, 2024 (389 days ago)
AUM
$1,705,072,580
16% change vs. 1 year ago
27% change vs. 3 years ago
46% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
13
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
FORT COLLINS, CO
2133 S TIMBERLINE ROAD, FORT COLLINS, CO, UNITED STATES, 80525
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.7 |
| Non-Discretionary | $0.0 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $0.7 |
| Pooled | $0.0 |
| Institutional | $1.0 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 554 | $0.2 |
| Average Individual AUM | $347,604 | |
| HNW | 174 | $0.5 |
| Average HNW AUM | $2,877,392 | |
| Retail Total | 728 | $0.7 |
| Average Retail AUM | $952,251 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES, LLC | BOSTON-MA-USA | $1.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $0.7 |
| Institutional SMA AUM | $1.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 22% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 60% | $1.0 |
| Other Pools | 2% | $0.0 |
| Cash | 7% | $0.1 |
| Other | 3% | $0.1 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | $11.3 | 282241 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ALAN BEUGG | FORT COLLINS | CO | S66|1998-03-19 | ||||||
| BRYCE SOWITCH | FORT COLLINS | CO | S66|2011-06-02 | ||||||
| THOMAS DEMPSTER | FORT COLLINS | CO | S63|1982-04-03|S65|1994-06-23 | ||||||
| CASEY FRANKEN | FORT COLLINS | CO | S66|2013-05-20 | CERTIFIED FINANCIAL PLANNER | |||||
| WAYNE JAMERSON | FORT COLLINS | CO | S63|1997-09-18|S65|2000-12-18 | ||||||
| JEFFREY GORDON | FORT COLLINS | CO | S66|2007-07-18 | ||||||
| CLAYTON HARTMAN | FORT COLLINS | CO | S63|1981-01-08|S65|1992-12-09 | ||||||
| BRIAN SULLIVAN | FORT COLLINS | CO | S63|1993-06-23|S65|1993-06-23 | ||||||
| ERICA YOUNG | FORT COLLINS | CO | S63|1989-11-07|S65|1999-11-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CO, AZ-03/04/2015, CA-03/04/2015, CO-03/04/2015, FL-03/28/2019, GA-03/28/2024, IA-03/04/2015, ID-03/29/2022, IL-05/04/2015, IN-03/24/2016, LA-03/24/2016, MD-07/25/2023, MN-03/29/2022, NC-03/04/2015, NE-03/04/2015, NH-03/04/2015, NV-03/04/2015, OR-03/24/2016, SD-03/04/2015, TX-03/04/2015, UT-03/04/2015, VA-07/25/2023, WA-03/04/2015, WI-03/28/2023, WY-03/29/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REP BROKER DEALER |
ADVDB.CO • SOURCE: SEC FORM ADV