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Independent Family Office, LLC
Independent Family Office, LLC (IFO) is a boutique, Albany-based registered investment adviser founded in 2005. Serving primarily high net worth individuals and their families, IFO offers technical, unbiased, and independent advice tailored to clients' long-term and day-to-day financial needs. The firm emphasizes integrity, client-centric service, and operates from New York's capital city, providing services nationwide. As of 2025, it manages approximately $617.8 million in assets and employs around 15-18 professionals.
Investment Strategy
Independent Family Office, LLC specializes in a bespoke, client-centric approach, providing comprehensive financial solutions including financial planning, portfolio management, and the selection of third-party advisers. The firm's strategy focuses on unbiased, technical advice and long-term, goal-driven management for high net worth families, with a strong commitment to integrity and service tailored to individual client needs.
Latest 13F Filing Activity
Independent Family Office, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 77 equity positions with a total 13F market value of $216M. The fund increased holdings in Vanguard Index FDS, SPDR S&P 500 Etf TR, Toast Inc. among other positions. Independent Family Office, LLC reduced exposure to Sprott Physical Gold TR, Thermo Fisher Scientific Inc., T-mobile Us Inc. among others.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 13.64% | $29.4M | 47,632 | $384.79 | $617.85 | +$2.8M |
I IAU | ISHARES GOLD TR | 11.59% | $25.0M | 400,907 | $34.30 | $62.36 | +$388.8K |
P PTC | PTC INC | 9.84% | $21.2M | 125,474 | $111.48 | $172.34 | +$1.7M |
I IWD | ISHARES TR | 7.86% | $17.0M | 87,276 | $143.92 | $194.23 | +$757.8K |
T TOST | TOAST INC | 5.58% | $12.0M | 271,850 | $16.72 | $44.29 | +$2.6M |
Industry Allocation
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