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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-16-2012
- Office Locations
- 1
Office Locations
About Independent Family Office, LLC
Independent Family Office (IFO) is an Albany, NY-based independent family office serving a select group of high-net-worth families nationwide. It provides ongoing financial management, tax and estate-planning coordination, and investment advisory centered on asset allocation and monitoring external managers. Public filings indicate portfolios using ETFs and fixed income alongside public and private funds. Retainer-based pricing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
WILLIAM MICHAEL REICKERT
Chief Compliance Officer
- CRD
- #1673416
- Ownership
- 75% or more
VIJU PHILIP RAJAN
Managing Member
- CRD
- #5611394
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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CHRISTOPHER AVINO
Investment Management Professional, Recruiter
- CRD
- #6993180
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $760,071,506 | $3,858,231 |
| Non-Discretionary | $28,580 | $28,580 |
| Total | $760,100,086 | $3,838,889 |
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Separately Managed Accounts
Total SMA Asset: $760,100,086
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $442,698,407 | 17.1% |
| Equity - Exchange | $743,008,438 | 28.7% |
| U.S. Government/Agency | $251,121,319 | 9.7% |
| Private Funds | $235,588,041 | 9.1% |
| Cash | $916,463,370 | 35.4% |
| Total | $2,588,879,575 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT CATALYST PIONEER | OPTIMA VERTEX | RKPW4D4AM | QUK | 5.42% | $44,360,420 |
| FOUNDATION OAK | VERTEX BEACON | 3KDPUHY1J | NVUO | 11.95% | $106,608,415 |
| VITAL UNISON | EAGLE SIGNAL | JPLKH1FDK | BCNMY | 2.51% | $116,635,571 |
| MATRIX TIMBER PIONEER | HORIZON INSIGHT | 7NA8QT7G4 | ZTA | 6.80% | $56,106,560 |
| PIONEER FRONTIER | ATLAS GLACIER | DY03VZGXE | MEVS | 0.67% | $22,857,784 |
| ZENITH PATHWAY | UNISON PIONEER | M3DD3I1FZ | GTKIR | 8.68% | $116,934,671 |
| MOMENTUM CAPITAL | BRIDGE INSIGHT | ZHCUXK6TC | DAY | 5.14% | $92,657,166 |
| QUANTUM MATRIX | MOMENTUM HORIZON | KX1RRMJUU | ZJF | 7.98% | $10,795,247 |