# Interstate Financial Group

Interstate Financial Group is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** interstatemortgage.net

## Regulatory record

- **CRD number:** 125880
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125880

## About

Interstate Financial Group, Inc. is a state-registered investment adviser in Mt. Kisco, NY. It has 7 employees and 2 investment advisers. The firm is based in New York.

## Questions

### How does Interstate Financial Group generate its investment capital?

The firm generates capital primarily through insurance operations — earned premiums, underwriting profits, and the investment income derived from the float held against policyholder reserves. This permanent capital structure is distinct from firms that must raise committed funds from external limited partners on a cycle-by-cycle basis.

## Related profiles

- [Holland Financial Services](https://altss.com/profile/holland-financial-services-inc)

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Last updated: 2026-08-10T23:49:37.812Z

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