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Independent Financial Solutions Group
Founded and operated from Miami, Independent Financial Solutions Group directs capital into private credit and real estate assets where conventional...
Independent Financial Solutions Group
Founded and operated from Miami, Independent Financial Solutions Group directs capital into private credit and real estate assets where conventional financing has grown scarce. Principals bring transactional experience from regional banking and structured finance, constructing loan vehicles that bridge the gap left by community and mid-market banks. The firm serves as an intermediary between qualified individual investors and operating partners who need flexible, asset-backed capital. IFSG concentrates on short-duration, collateralized lending across residential and commercial real estate — originating bridge loans, construction notes, and repositioning facilities for sponsors in Florida, Georgia, and the Carolinas. A trade finance and structured receivables capability runs in parallel, funding cross-border supply-chain gaps for Southeast-based importers and exporters. The firm does not disclose committed capital, but individual deal sizes observed in public records suggest a deployment pace anchored in the low tens of millions annually. Co-investment vehicles are formed deal-by-deal, with limited partners participating alongside the general partner on a per-transaction basis. Team size and full leadership roster remain private. The firm conducts operations from a single Miami office, with no additional locations confirmed in corporate filings. As of early 2025, IFSG has signaled an expansion of its trade finance book in partnership with a Latin American factoring network, responding to heightened demand for cross-border receivable monetization among mid-market exporters. IFSG's structural distinction rests in its twin engines of hard-asset lending and trade finance under one roof — a combination more common in European merchant banking than among South Florida boutiques. This dual-track approach gives the firm visibility into both physical asset values and working-capital cycles, a pairing that informs its underwriting. Governance is centralized among a small partnership group, preserving decision-making speed at the cost of institutional transparency.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Frequently asked questions
Who runs investment decisions at Independent Financial Solutions Group?
IFSG has not publicly identified its leadership team. The firm operates through a small partnership structure typical of South Florida boutiques, with investment decisions concentrated among unnamed principals who draw on prior experience in regional banking and structured finance. No SEC filings or state corporate records identify individual control persons by name in an investment-committee capacity.
How does IFSG source its private credit and real estate deals?
The firm sources primarily through established relationships with regional developers, real estate operators, and trade intermediaries across Florida and the Southeast. Its deal flow originates outside the conventional broker-driven or auction-market channels, tapping networks where sponsors need flexible bridge or construction capital that regional banks have stepped away from. Trade finance opportunities arrive via factoring networks and cross-border partners in Latin American markets.
Is Independent Financial Solutions Group a single family office or does it manage outside capital?
IFSG manages outside capital. The firm acts as an asset manager and investment advisor, pooling commitments from high-net-worth individuals and family offices into deal-by-deal co-investment vehicles. It is not structured as a single-family office serving one wealth creator, but rather as an independent boutique aggregating external limited-partner capital.
Does the firm participate in fund commitments, or only direct deals?
IFSG conducts its business through direct, deal-by-deal structures rather than committing LP capital to third-party funds. Each private credit or real estate transaction is held in a purpose-built special-purpose vehicle, with investors opting in per transaction. This project-level approach avoids blind-pool risk and gives limited partners line-by-line visibility into deployed capital.
Which geographies does IFSG target?
The firm's real estate lending activity concentrates on Florida, Georgia, and the Carolinas. Trade finance and receivables transactions extend into Latin American cross-border corridors, particularly with exporters and importers based in the southeastern United States. No evidence suggests expansion beyond these primary regions.
What is the firm's known posture on co-investments alongside external general partners?
IFSG itself operates as a general partner that brings in co-investors on a deal-by-deal basis. There is no public record of the firm participating as a minority LP alongside third-party GPs. Its model is originator-led: the firm structures and leads transactions, then syndicates participation to its investor base.
Has IFSG indicated any specific sectors it avoids?
The firm has not published explicit exclusion lists. However, its consistent focus on collateralized real estate lending and documentary trade finance suggests an avoidance of unsecured corporate lending, early-stage venture equity, and public-market strategies. Its credit underwriting is asset-backed, which inherently excludes sectors where tangible collateral is absent.
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