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Ifl Investment Management LLC (New York)


Ifl Investment Management LLC is a large advisory firm based in New York. It manages $107.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of New Jersey and New York.

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Ifl Investment Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ifl Investment Management: assets under management

The assets under management (AUM) of Ifl Investment Management LLC is $107.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 439% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $107.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.92 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ifl Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Trinsum Group Inc. Shareholder 1 Feb 2007 75% - 100% 012643321

Based in New York

The principal office where Ifl Investment Management LLC performs its advisory services is located at 630 Fifth Avenue, New York, NY 10111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-209-2100 or by fax 212-209-2101. The normal business hours are nine am to five pm on Monday - Friday. You can find more information about the New York firm at www.ifltd.com - the website of integrated finance limited, the managing member of ifl investment management.


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