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CIFC INVESTMENT MANAGEMENT LLC

MIAMI, FL · CRD 107050 · IAPD ↗ · 786-652-3250

$1.04BRegulatory AUM
89Advisory reps
200Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — CIFC INVESTMENT MANAGEMENT LLC shrank from 102 to 89 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2026 — CIFC INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($915.0M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
April 2025 — CIFC INVESTMENT MANAGEMENT LLC reported RAUM up 55% ($592.2M -> $915.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — CIFC INVESTMENT MANAGEMENT LLC grew from 93 to 102 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — CIFC INVESTMENT MANAGEMENT LLC crossed $500M in regulatory AUM ($460.2M -> $592.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.