RIA Intelligence

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

Legal name: IFAM CAPITAL

CRD #175084 SEC #801-81076 FORT COLLINS, CO 866-910-9611
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
13
Clients
251
Accounts
2,586

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 1, 2024
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GAMACHE, DANIEL, THOMASICHIEF INVESTMENT OFFICERNA Control
GAMACHE, DANIEL, THOMASICHIEF INVESTMENT OFFICERNA Control
GAMACHE, DANIEL, THOMASICHIEF INVESTMENT OFFICERNA Control
GAMACHE, DANIEL, THOMASICHIEF INVESTMENT OFFICERNA Control
GAMACHE, DANIEL, THOMASICHIEF INVESTMENT OFFICERNA Control
GORDON, JEFFREY, JOHNICEO/CIONA Control
GORDON, JEFFREY, JOHNICEO/CIONA Control
GORDON, JEFFREY, JOHNICEO/CIONA Control
GORDON, JEFFREY, JOHNICEO/CIONA Control
GORDON, JEFFREY, JOHNICEO/CIONA Control
GORDON, JEFFREY, JOHNICEO/CIONA Control
GORDON, JEFFREY, JOHNICEO/CIONA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTICHIEF COMPLIANCE OFFICER & MANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
HARTMAN, CLAYTON, ERNESTIMANAGING DIRECTORNA Control
JARDINE, KIMBERLY, AISENIOR COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AISENIOR COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AISENIOR COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AISENIOR COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AISENIOR COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
JARDINE, KIMBERLY, AICHIEF COMPLIANCE OFFICERNA
KNEEN, TIMOTHY, BARNARDIMANAGING DIRECTORNA Control
KNEEN, TIMOTHY, BARNARDIMANAGING DIRECTORNA Control
KNEEN, TIMOTHY, BARNARDIMANAGING DIRECTORNA Control
KNEEN, TIMOTHY, BARNARDIMANAGING DIRECTORNA Control
KNEEN, TIMOTHY, BARNARDIMANAGING DIRECTORNA Control
KULBERG, ERIC, CARLICHIEF COMPLIANCE OFFICERNA
KULBERG, ERIC, CARLICHIEF COMPLIANCE OFFICERNA
KULBERG, ERIC, CARLICHIEF COMPLIANCE OFFICERNA
KULBERG, ERIC, CARLICHIEF COMPLIANCE OFFICERNA
KULBERG, ERIC, CARLICHIEF COMPLIANCE OFFICERNA
KULBERG, ERIC, CARLICHIEF COMPLIANCE OFFICERNA
LAUER, JOHN, GERARDICHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICERNA
SULLIVAN, BRIAN, PATRICKICHIEF COMPLIANCE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF COMPLIANCE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF COMPLIANCE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF COMPLIANCE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF COMPLIANCE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
SULLIVAN, BRIAN, PATRICKICHIEF EXECUTIVE OFFICERNA Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control
FOCUS OPERATING, LLCDEMEMBER (MANAGER)E Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ACQUISITION, LLCDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLCDEFERDINAND FFP ACQUISITION, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP PARENT, INC.DEFERDINAND FFP INTERMEDIATE HOLDINGS, LLCE Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFOCUS FINANCIAL PARTNERS INC.E Control
FERDINAND FFP ULTIMATE HOLDINGS, LPDEFERDINAND FFP PARENT, INC.E Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS INC.DEFOCUS FINANCIAL PARTNERS, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
FOCUS FINANCIAL PARTNERS, LLCDEFOCUS OPERATING, LLCE Control
TRIDENT VI PARALLEL FUND, L.P.FETRIDENT FFP BLOCKER LLCE Control
TRIDENT VI PARALLEL FUND, L.P.FETRIDENT FFP BLOCKER LLCE Control
TRIDENT VI PARALLEL FUND, L.P.FETRIDENT FFP BLOCKER LLCE Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CD&R FERDINAND HOLDINGS, L.P.DEFERDINAND FFP ULTIMATE HOLDINGS, LPD Control
CLAYTON DUBLIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBLIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBLIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBLIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CLAYTON DUBLIER & RICE FUND XII, L.P.FECD&R FERDINAND HOLDINGS, L.P.D Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CD&R FERDINAND CO-INVESTOR, L.P.FECD&R FERDINAND HOLDINGS, L.P.C Control
CP FALCON AIV, LPDEFOCUS FINANCIAL PARTNERS, LLCC Control
CP FALCON AIV, LPDEFOCUS FINANCIAL PARTNERS, LLCC Control
CP FALCON AIV, LPDEFOCUS FINANCIAL PARTNERS, LLCC Control
TRIDENT FFP BLOCKER LLCDETRIDENT FFP, L.P.C Control
TRIDENT FFP BLOCKER LLCDETRIDENT FFP, L.P.C Control
TRIDENT FFP BLOCKER LLCDETRIDENT FFP, L.P.C Control
TRIDENT FFP, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
TRIDENT FFP, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
TRIDENT FFP, L.P.DEFOCUS FINANCIAL PARTNERS, LLCC Control
TRIDENT VI, L.P.FETRIDENT FFP, L.P.C Control
TRIDENT VI, L.P.FETRIDENT FFP, L.P.C Control
TRIDENT VI, L.P.FETRIDENT FFP, L.P.C Control

Registrations

Federal

IA
Mar 1, 2024 REGISTERED

Notice Filings (25)

AZ CA CO FL GA IA ID IL IN LA MD MN MT NC NE NH NV NY OR SD TX UT VA WA WI

Address

2133 S TIMBERLINE ROAD
SUITE 120
FORT COLLINS, CO 80525
United States
Phone: 866-910-9611