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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

IFAM CAPITAL

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC, CRD 175084

FORT COLLINS, CO

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Search this name across graphsid dfx:ria:bc769d1d-1157-491d-60e9-7e91ac3f9ddb

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 15
On other graphs: 1
Observed: Feb 26, 2015 to Mar 28, 2024
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Ifam Capital

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.7BItem 5.F on the latest filing (2024-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $693MderivedItem 5.D individuals plus high net worth individuals
Private client share: 41%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 6
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 821
Individual clients: 554
High net worth clients: 174
Custody, client assets: $1.2B
SEC number: 801-81076
CRD: 175084
Filings on the tape: 31
First filed: Feb 26, 2015
Latest filed: Mar 28, 2024
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CD&R FERDINAND CO-INVESTOR, L.P.	Partner	C	yes	08/2023	Sep 25, 2023	Mar 28, 2024
CD&R FERDINAND HOLDINGS, L.P.	Partner	D	yes	08/2023	Sep 25, 2023	Mar 28, 2024
CLAYTON DUBLIER & RICE FUND XII, L.P.	Partner	D	yes	08/2023	Sep 25, 2023	Mar 28, 2024
FERDINAND FFP ACQUISITION, LLC	SHAREHOLDER, CLASS A COMMON STOCK	E	yes	08/2023	Sep 25, 2023	Mar 28, 2024
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	Member	E	yes	08/2023	Sep 25, 2023	Mar 28, 2024
FERDINAND FFP PARENT, INC.	Member	E	yes	08/2023	Sep 25, 2023	Mar 28, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	SHAREHOLDER, CLASS B COMMON STOCK	E	yes	08/2023	Sep 25, 2023	Mar 28, 2024
FERDINAND FFP ULTIMATE HOLDINGS, LP	Shareholder	E	yes	08/2023	Sep 25, 2023	Mar 28, 2024
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Aug 24, 2018	Mar 28, 2024
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Feb 26, 2015	Mar 28, 2024
FOCUS OPERATING, LLC	MEMBER (MANAGER)	E	yes	02/2015	Feb 26, 2015	Mar 28, 2024
GORDON, JEFFREY, JOHN	CEO/CIO	Na	yes	09/2022	Mar 28, 2023	Mar 28, 2024
JARDINE, KIMBERLY, A	CHIEF COMPLIANCE OFFICER	Na	no	09/2018	May 16, 2017	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KOVITZ INVESTMENT GROUP PARTNERS, LLC	n/a	Independent wealth	$5.0B	N	no	n/a
FOCUS RISK SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SIOUX FALLS	Sd	United States	2	no
Denver	Co	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 28, 2024	$1.7B	$1.7B	13	6	3	n/a	n/a
2022	Mar 28, 2023	$1.5B	$1.5B	13	6	2	n/a	n/a
2021	Mar 29, 2022	$1.6B	$1.6B	14	5	2	n/a	n/a
2020	Mar 29, 2021	$1.3B	$1.3B	13	6	2	n/a	n/a
2019	Mar 27, 2020	$1.3B	$1.2B	13	8	2	n/a	n/a
2018	Mar 28, 2019	$1.2B	$1.1B	13	8	2	n/a	n/a
2017	Mar 30, 2018	$1.4B	$1.2B	15	8	2	n/a	n/a
2016	Mar 30, 2017	$1.1B	$896M	21	10	n/a	n/a	n/a
2015	Mar 24, 2016	$1.0B	$905M	25	15	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$1.7B	$1.5B	16.1%	$1.3B	8.3%	13	13	3	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NORTHCOAST ASSET MANAGEMENT LLC	6	Jul 3, 2024	Sep 5, 2024	FORT COLLINS, CO	Firm absorbed	RIA to RIA	85.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IFM CAPITAL ADVISORS, LLC	6	Mar 24, 2015	Apr 15, 2015	GREENWOOD VILLAGE, CO	Firm absorbed	Other	100.0%

Relationships

Affiliated with (1)

→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserother investment adviser
factForm ADV

Controls (10)

← GORDON, JEFFREY, JOHNOwnerCEO/CIO, ownership code NA, individual
Mar 28, 2023 to presentfactForm ADV
← CD&R FERDINAND CO-INVESTOR, L.P.OwnerPARTNER, ownership code C, foreign entity
Sep 25, 2023 to presentfactForm ADV
← CD&R FERDINAND HOLDINGS, L.P.OwnerPARTNER, ownership code D, domestic entity
Sep 25, 2023 to presentfactForm ADV
← CLAYTON DUBLIER & RICE FUND XII, L.P.OwnerPARTNER, ownership code D, foreign entity
Sep 25, 2023 to presentfactForm ADV
← FERDINAND FFP ACQUISITION, LLCOwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 25, 2023 to presentfactForm ADV
← FERDINAND FFP INTERMEDIATE HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 25, 2023 to presentfactForm ADV
← FERDINAND FFP PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Sep 25, 2023 to presentfactForm ADV
← FERDINAND FFP ULTIMATE HOLDINGS, LPOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 25, 2023 to presentfactForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Aug 24, 2018 to presentfactForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER (MANAGER), ownership code E, domestic entity
Feb 26, 2015 to presentfactForm ADV

Owns (1)

← JARDINE, KIMBERLY, AOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 16, 2017 to presentfactForm ADV

Moved with (2)

→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviser6 advisors, firm absorbed, same day
Jul 3, 2024 to Sep 5, 2024factForm ADV
← IFM CAPITAL ADVISORS, LLCRegistered adviser6 advisors, firm absorbed, same day
Mar 24, 2015 to Apr 15, 2015factForm ADV

Registered with (10)

← ERICA LYNN YOUNGAdvisorregistration: previous registration
Dec 2, 2015 to Jul 3, 2024factForm ADV
← BRIAN PATRICK SULLIVANAdvisorregistration: previous registration
Apr 9, 2015 to Jul 3, 2024factForm ADV
← WAYNE CARL JAMERSONAdvisorregistration: previous registration
Apr 9, 2015 to Jul 3, 2024factForm ADV
← ALAN DIXON BEUGGAdvisorregistration: previous registration
Apr 15, 2015 to Jul 3, 2024factForm ADV
← BRYCE WALKER SOWITCHAdvisorregistration: previous registration
Apr 9, 2015 to Jul 3, 2024factForm ADV
← JEFFREY JOHN GORDONAdvisorregistration: previous registration
Apr 10, 2015 to Jul 3, 2024factForm ADV
← CASEY JOHN FRANKENAdvisorregistration: previous registration
Dec 20, 2022 to Jul 3, 2024factForm ADV
← Svetlana KoltunAdvisorregistration: previous registration
Dec 1, 2015 to Apr 12, 2022factForm ADV
← DANIEL THOMAS GAMACHEAdvisorregistration: previous registration
Apr 9, 2015 to Jan 30, 2020factForm ADV
← JOHN GERARD LAUERAdvisorregistration: previous registration
Jul 7, 2015 to Dec 11, 2017factForm ADV

Dated events

Occurred
Jul 3, 2024
Firm absorbed
Ifam Capital's advisors moved to Northcoast Asset Management LLC (Fort Collins, CO): 6 of 7 registered, on the same day
Form ADVobserved 5 days ago
6 advisors
Occurred
Jul 3, 2024
Advisor changed firm
Brian Patrick Sullivan left Ifam Capital for Northcoast Asset Management Llc (registered 2024-07-01)
Form ADVobserved 6 days ago
Occurred
Jul 3, 2024
Advisor changed firm
Wayne Carl Jamerson left Ifam Capital for Northcoast Asset Management Llc (registered 2024-07-01)
Form ADVobserved 6 days ago
Occurred
Jul 3, 2024
Advisor changed firm
Alan Dixon Beugg left Ifam Capital for Northcoast Asset Management Llc (registered 2024-07-01)
Form ADVobserved 6 days ago
Occurred
Jul 3, 2024
Advisor changed firm
Casey John Franken left Ifam Capital for Northcoast Asset Management Llc (registered 2024-07-09)
Form ADVobserved 6 days ago
Occurred
Jul 3, 2024
Advisor changed firm
Bryce Walker Sowitch left Ifam Capital for Northcoast Asset Management Llc (registered 2024-09-05)
Form ADVobserved 6 days ago
Occurred
Jul 3, 2024
Advisor changed firm
Jeffrey John Gordon left Ifam Capital for Northcoast Asset Management Llc (registered 2024-07-09)
Form ADVobserved 6 days ago
Occurred
Jul 3, 2024
Advisor changed firm
Erica Lynn Young left Ifam Capital for Northcoast Asset Management Llc (registered 2024-07-09)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2023
Control person left
Patrick Brian Sullivan (Chief Executive Officer) no longer on Schedule A of Ifam Capital (listed 2022-10-07, absent 2023-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2023
Control person joined
John Jeffrey Gordon (Ceo/Cio) appeared on Schedule A of Ifam Capital
Form ADVobserved 6 days ago
Occurred
Apr 12, 2022
Advisor changed firm
Svetlana Koltun left Ifam Capital for Raymond James Financial Services Advisors, Inc (registered 2022-05-02)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2020
Control person left
Thomas Daniel Gamache (Chief Investment Officer) no longer on Schedule A of Ifam Capital (listed 2019-04-15, absent 2020-03-27)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2018
Regulatory AUM changed
Ifam Capital reported RAUM $1.4B, up 32% from $1.1B (2017-09-15 to 2018-03-30)
Form ADVobserved 6 days ago
$341M
Occurred
Feb 26, 2015
Succession filed (Item 4)
Institutional And Family Asset Management, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Feb 26, 2015
First Form ADV filing
Institutional And Family Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc769d1d-1157-491d-60e9-7e91ac3f9ddb
First observed: Feb 26, 2015
Last observed: Mar 28, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IFAM CAPITAL

INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC, CRD 175084

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bc769d1d-1157-491d-60e9-7e91ac3f9ddb

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CD&R FERDINAND CO-INVESTOR, L.P.

Partner

yes

08/2023

Sep 25, 2023

Mar 28, 2024

CD&R FERDINAND HOLDINGS, L.P.

Partner

yes

08/2023

Sep 25, 2023

Mar 28, 2024

CLAYTON DUBLIER & RICE FUND XII, L.P.

Partner

yes

08/2023

Sep 25, 2023

Mar 28, 2024

FERDINAND FFP ACQUISITION, LLC

SHAREHOLDER, CLASS A COMMON STOCK

yes

08/2023

Sep 25, 2023

Mar 28, 2024

FERDINAND FFP INTERMEDIATE HOLDINGS, LLC

Member

yes

08/2023

Sep 25, 2023

Mar 28, 2024

FERDINAND FFP PARENT, INC.

Member

yes

08/2023

Sep 25, 2023

Mar 28, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

SHAREHOLDER, CLASS B COMMON STOCK

yes

08/2023

Sep 25, 2023

Mar 28, 2024

FERDINAND FFP ULTIMATE HOLDINGS, LP

Shareholder

yes

08/2023

Sep 25, 2023

Mar 28, 2024

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Aug 24, 2018

Mar 28, 2024

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Feb 26, 2015

Mar 28, 2024

FOCUS OPERATING, LLC

MEMBER (MANAGER)

yes

02/2015

Feb 26, 2015

Mar 28, 2024

GORDON, JEFFREY, JOHN

CEO/CIO

yes

09/2022

Mar 28, 2023

Mar 28, 2024

JARDINE, KIMBERLY, A

CHIEF COMPLIANCE OFFICER

09/2018

May 16, 2017

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KOVITZ INVESTMENT GROUP PARTNERS, LLC

n/a

Independent wealth

$5.0B

n/a

FOCUS RISK SOLUTIONS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SIOUX FALLS

United States

Denver

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

$1.7B

n/a

2022

Mar 28, 2023

$1.5B

n/a

2021

Mar 29, 2022

$1.6B

n/a

2020

Mar 29, 2021

$1.3B

n/a

2019

Mar 27, 2020

$1.3B

$1.2B

n/a

2018

Mar 28, 2019

$1.2B

$1.1B

n/a

2017

Mar 30, 2018

$1.4B

$1.2B

n/a

2016

Mar 30, 2017

$1.1B

$896M

n/a

2015

Mar 24, 2016

$1.0B

$905M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$1.7B

$1.5B

16.1%

$1.3B

8.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NORTHCOAST ASSET MANAGEMENT LLC

Jul 3, 2024

Sep 5, 2024

FORT COLLINS, CO

Firm absorbed

RIA to RIA

85.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IFM CAPITAL ADVISORS, LLC

Mar 24, 2015

Apr 15, 2015

GREENWOOD VILLAGE, CO

Firm absorbed

Other

100.0%