INCOME FOCUS PORTFOLIO MANAGEMENT
INCOME FOCUS PORTFOLIO MANAGEMENT, LLC Legal Name
Adviser information for INCOME FOCUS PORTFOLIO MANAGEMENT last updated from Form ADV on January 22nd, 2024. 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 | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 555 | $293.5M |
| Non-Discretionary | 0 | $0 |
| Total | 555 | $293.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 194 | $87.8M |
| HNW Individuals | 77 | $198.1M |
| 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 | 10 | $4.1M |
| 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 | <5 | $3.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-77168 |
|---|---|
| SEC ERA File Number | 801-77168 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165477 |
| Legal Entity Identifier | None |
Principal Office
1110 MAPLE WAYJACKSON
WY
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 307-733-5100, Fax: 800-544-7903
Websites
Chief Compliance Officer
DAVID N. ELAN
MANAGING MEMBER
1110 MAPLE WAY
JACKSON
WY
United States
Tel:
307-733-5100
Fax:
800-544-7903
D*********@**************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 |
|---|---|---|---|---|---|
| ELAN, DAVID, N | Individual | – | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | 09/2012 | > 75% |