FORT LAUDERDALE, FLCRD 317525Latest ADV March 26, 2026
Imperial Fund Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 26, 2026, reports $6.8B in regulatory assets under management, 12 employees, and 89 accounts.
Assets Under Management
$6.8B
Employees
12
Offices
--
Total Clients
91
Primary office
FORT LAUDERDALE, FL
899 W CYPRESS CREEK RD, FORT LAUDERDALE, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 38.5% of total clients.
Top client categories% of clientsClients
1
HNWI
38.5%
35
2
Individuals
35.2%
32
3
Corporations
22.0%
20
4
Pooled Investment Vehicles
4.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.8Bas of March 26, 2026
Discretionary99.9%
$6.8B
100% of total RAUM99.9%
Non-discretionary0.1%
$10M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.8B
Total Accounts89
10Y AUM Change+$6.5B (+2061.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee8:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.