Imperial Fund Asset Management LLC

Overview

Imperial Fund Asset Management LLC is an SEC-registered limited liability company that provides advisory and planning services to both individual/family and institutional clients. The firm combines portfolio management for individuals and small businesses with oversight of pooled investment vehicles and offers financial planning. It also operates in insurance brokerage and is affiliated with broker-dealer and sponsor roles; the firm serves as a general partner and managing member for pooled investment structures it advises. Fee arrangements are mixed: the firm charges assets-under-management fees alongside hourly billing and performance-based compensation in some engagements. Imperial does not position itself as an ESG investor and is not designated as a multi-state adviser or capital allocator in the available disclosures.

Assets & Accounts

Investments & Alternatives