ICEBRIDGE FINANCIAL GROUP
ICEBRIDGE FINANCIAL GROUP, LLC Legal Name
Adviser information for ICEBRIDGE FINANCIAL GROUP last updated from Form ADV on July 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 12 | $40.2M |
| Non-Discretionary | 0 | $0 |
| Total | 12 | $40.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 12 | $40.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 10 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 0 |
Identifiers
| SEC RIA File Number | 801-126673 |
|---|---|
| SEC ERA File Number | 801-126673 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323346 |
| Legal Entity Identifier | None |
Principal Office
433 PLAZA REALSUITE 275
BOCA RATON
FL
United States
Monday - Friday, 9:00 AM - 5:00 P.M.
Tel: 561-778-5060, Fax: None
Chief Compliance Officer
ANATOLY IOFE
PRINCIPAL
433 PLAZA REAL
SUITE 275
BOCA RATON
FL
United States
Tel:
561-778-5060
A*@******E
(Full email address available in API data)
Regulatory Contact
MATTHEW MILLMAN
COMPLIANCE COUNSEL (EXTERNAL)
6650 REDWOOD AVENUE
SUITE 220
PORTLAND
OR
United States
Tel:
503-635-5244
M*******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Iofe, Anatoly | Individual | – | PRINCIPAL, CHIEF COMPLIANCE OFFICER | 08/2022 | > 75% |
| Iofe, Saglara | Individual | – | PRINCIPAL | 08/2022 | < 5% |