# IndFin

IndFin is a Bank / Wealth / Trust based in Livingston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Livingston, United States
- **Region:** North America
- **Address:** Livingston, NJ, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** indfinllc.com

## Regulatory record

- **CRD number:** 127898
- **SEC file number:** 801-123744
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127898

## About

Founded in 1994 and based in Livingston, New Jersey, IndFin was established as a privately held wealth advisory practice. The firm serves a concentrated client base of individual investors, high-net-worth households, and corporate accounts from its single New Jersey office. Unlike registered investment companies or family-office platforms that publish broad strategy commentary, IndFin has maintained a quiet operational profile for three decades, reflected in the absence of public marketing materials or a maintained LinkedIn presence. The firm provides investment management and financial planning services, combining portfolio construction with holistic advisory work for its clients. Its investment mandate appears rooted in direct client relationship management rather than commingled fund vehicles — no mutual funds, ETFs, or private funds are registered under the IndFin name. IndFin's scale is deliberately modest. With no disclosed headcount or assets under management, the practice fits the profile of a multi-generational advisory shop where principals oversee client relationships directly. The firm has not announced office expansions, acquisitions, or new service lines. Structurally, IndFin differs from both institutional allocators and modern digital advice platforms by operating entirely outside the public discourse. There is no venture arm, no philanthropic foundation bearing the name, and no adjacent operating company. For institutional allocators evaluating potential exposure, the firm represents a closed, relationship-first pool of private capital — not a vehicle for third-party commitments — which makes its investment decisions observable only to its direct clients.

## Questions

### Who leads IndFin, and what is the ownership structure?

IndFin has not publicly disclosed named principals or an ownership breakdown. Firms of this vintage and scale in the New Jersey private-wealth market are frequently owned by a small number of senior advisers, sometimes with family succession baked in. No Form ADV detail is available to confirm the exact leadership roster.

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Last updated: 2026-08-11T02:43:31.692Z

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