# Interfunds

> Interfunds is a state-registered investment advisory firm in Emeryville, CA, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 136177
- Filed as: INTERFUNDS
- Legal name: Interfunds, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Emeryville, CA
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136177
- AdvisorCensus page: https://advisorcensus.com/firm/interfunds-emeryville-ca-136177

## Quick answers

**How is Interfunds compensated?**
On its Form ADV (Item 5.E, October 2026), Interfunds reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Interfunds located?**
Interfunds' principal office is in Emeryville, CA, according to its Form ADV.

**Is Interfunds registered with the SEC or a state?**
Interfunds is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 136177.

**How much does Interfunds manage?**
Interfunds reports $9,077,067 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (100% discretionary).

**What types of clients does Interfunds serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Interfunds report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136177

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,077,067
- Discretionary: $9,077,067
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9,077,067 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 1994 (32 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Interfunds (CRD 136177): Form ADV filing data as of October 2026.