IFC CORE INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2019
Total AUM
$742M
Discretionary
$742M
100% of AUM
Avg account
$742M
Accounts
1
Employees
44
Advisory reps
4

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
302090
Registered since
October 10, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

IFC Core Investment Management LLC is a small, SEC-registered advisory LLC that provides portfolio management for pooled investment vehicles. The firm registered with the SEC in 2019 and identifies an institutional client base. Its ownership is recorded as a domestic entity/individual and its regulatory classification is unclassified. The firm charges both a percentage-of-assets management fee and performance-based fees, consistent with a manager of private or pooled funds. IFC Core indicates it is not a capital allocator and does not describe active ESG integration. Its reported industry roles include acting as an investment adviser and sponsor, and serving as a general partner/managing member of pooled investment vehicles, which aligns with its advisory focus on pooled structures.

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

Owners & executives

3 of 3
  • CHARLES MCNAIRY

    Chief Executive Officer & Chief Investment OfficerCRD 2623077

  • Erika Viall

    Chief Financial OfficerCRD 6887599

  • Thomas Younger

    Chief Compliance OfficerCRD 7168998

Contacts

1 of 1
  • ELIZABETH CHEATHAM

    PresidentCRD 8068396

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

RALEIGH, NC

WAKE

Location

RALEIGH, NC

Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
1318 Dale St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth