Interfid Capital Corp (New York)

Interfid Capital Corp is a large advisory firm based in New York. It manages $42.18 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001.

Interfid Capital Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Interfid Capital Corp: assets under management

The assets under management (AUM) of Interfid Capital Corp is $42.18 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $21.94 million in discretionary accounts and $20.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.22 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.07 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Interfid Capital Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Interfid Capital Corp

Helen Updike has been acting as President since 1 Jun 1987. Sherry Ann Frankel joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Helen Updike	President	1 Jun 1987	Other	2539943
Amos Kaminski	Chairman	1 Jun 1987	75% - 100%	263606
Sherry Ann Frankel	Director	1 Oct 1994	Other	4347953

Based in New York

The principal office where Interfid Capital Corp performs its advisory services is located at 150 E 58 Th St, New York, NY 10155, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.