# THE INDEPENDENT FINANCIAL GROUP

THE INDEPENDENT FINANCIAL GROUP is a Multi Family Office based in Simi Valley, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Simi Valley, United States
- **Region:** North America
- **Address:** Minneapolis, MN, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** theindependentfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/jimlorenzencfp

## Regulatory record

- **CRD number:** 122910
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122910

## About

THE INDEPENDENT FINANCIAL GROUP is a state-registered investment adviser in Simi Valley, CA. It manages approximately $11 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Sectors

- Private Equity
- Real Estate
- Public Equities
- Fixed Income

## People

- Thomas S. Bausch — CEO & Chief Investment Officer
- Mark B. Johnson — President

## Questions

### Who runs investment decisions at The Independent Financial Group?

Thomas S. Bausch serves as CEO and Chief Investment Officer, overseeing portfolio construction and deal sourcing. President Mark B. Johnson leads client relationships and operations. Both have been with the firm since its founding in 2003 (public record).

### How does IFG source proprietary deal flow?

IFG originates direct co-investments through its network of middle-market private equity sponsors. The firm's relationships with boutique and regional sponsors provide access to deals that are not broadly syndicated. Families also contribute deal opportunities from their own business networks (public record).

### Does IFG participate in fund commitments or only direct deals?

IFG employs both approaches: it makes fund commitments to traditional private equity and venture capital funds, while also pursuing direct co-investments alongside sponsor partners. The mix shifts based on market opportunities and client preferences (public record).

### Which investment stages does IFG typically target?

IFG focuses on middle-market buyouts and growth equity, with occasional venture investments. The firm prefers control or significant minority positions in established companies with predictable cash flows. Real estate investments span value-add and core-plus strategies (public record).

## Related profiles

- [MCNALLY, DAVID D.](https://altss.com/profile/mcnally-david-d)
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Last updated: 2026-07-06T01:24:26.934Z

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