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IMPERIAL FUND ASSET MANAGEMENT LLC
CRD 317525 · SEC 801-123060
899 W CYPRESS CREEK RD, FORT LAUDERDALE, FL, 33309, United States
Phone
(855) 226-5200
Fax
(954) 416-6246
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.84B
Discretionary AUM
$6.83B
Team
12 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $976K |
| High net worth individuals | 35 | $15.9M |
| Pooled investment vehicles | 4 | $4.51B |
| Corporations/business entities | 20 | $2.32B |
States served
NY, FL
All web addresses on file
- https://imperialfund.com
- https://www.facebook.com/ImperialFundAssetManagement?mibextid=wwXIfr&rdid=kMfsh2oVQIBe1uXG&share_url=https%3A%2F%2Fwww.facebook.
- https://www.instagram.com/imperial.fund/
- https://www.linkedin.com/company/49028665/admin/dashboard/
- https://www.linkedin.com/showcase/imperial-fund-wealth-management-solutions/posts/?feedView=all
- https://www.youtube.com/@imperialfund_llc/featured
- https://www.youtube.com/@ImperialFund_WealthManagement
Official SEC filing: View on IAPD