Interfund Capital Corporation (Ketchum)

Name: Interfund Capital Corporation
Address: 200 West River Street, Ketchum, ID, 83340
Telephone: 208-928-6900

Interfund Capital Corporation is a large advisory firm based in Ketchum. It manages $33.5 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Idaho.

Interfund Capital Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, 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.

Interfund Capital Corporation: assets under management

The assets under management (AUM) of Interfund Capital Corporation is $33.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Interfund Capital Corporation 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.

Careers at Interfund Capital Corporation

Jamie Beth Schwartz has been acting as President since 1 May 1992. David Derek Hepworth joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jamie Beth Schwartz	President	1 May 1992	75% - 100%	1142527
Duncan Morton	Principal	1 Sep 2007	25% - 50%	2372585
David Derek Hepworth	Chief compliance officer	1 Jan 2008	Other	1132850

Based in Ketchum

The principal office where Interfund Capital Corporation performs its advisory services is located at 200 West River Street, Ketchum, ID 83340 The mailing address of the firm is Po Box 90 Pmb 485, Sun Valley, ID 83353 0090. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 208-928-6900 or by fax 208-928-6901. The normal business hours are generally 9am-4pm on Monday - Friday. You can find more information about the New York firm at www.interfundcapital.net.