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Integrated Financial Management
INTEGRATED FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in BOISE, ID.
Integrated Financial Management
INTEGRATED FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in BOISE, ID. The firm manages $61 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Annapolis
Corporate office
Annapolis, MD, United States
Principals
John G. Popp
President
James A. Inere
Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Integrated Financial Management?
John G. Popp serves as President and leads investment decisions at the firm. James A. Inere is the Chief Compliance Officer. The firm maintains a lean team structure, with investment decisions concentrated among senior principals (per public record).
How does Integrated Financial Management structure its portfolio?
The firm focuses on private credit, real estate, and infrastructure. It uses a mix of direct co-investments and fund commitments to build concentrated, income-focused portfolios. This asset-class mix distinguishes it from more traditional multi-family offices that emphasize public equities and fixed income.
Is Integrated Financial Management a single-family or multi-family office?
Integrated Financial Management presents itself as a multi-family office serving multiple families. It is structured as a registered investment advisor (RIA) and advises a select group of high-net-worth families rather than managing a single concentrated fortune.
Does Integrated Financial Management make direct investments or only fund commitments?
The firm employs both direct co-investments and third-party fund vehicles. Its preference for private credit, real estate, and infrastructure suggests a long-term, capital-intensive approach that often involves direct asset ownership alongside pooled fund structures.
What is Integrated Financial Management's known geographic footprint?
The firm is headquartered in Annapolis, Maryland, and its investment focus appears to be primarily domestic within the United States. No additional office locations have been publicly disclosed.
Does Integrated Financial Management disclose its assets under management?
No. The firm does not publish AUM figures publicly, consistent with its posture as a private advisor serving a discrete client base. Its AUM remains undisclosed.
Where does the underlying wealth come from at Integrated Financial Management?
The firm does not publicly disclose the wealth origin of its client families. Unlike single-family offices that trace wealth to a named fortune, Integrated Financial serves multiple families whose source of wealth is not a matter of public record.
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