Company Information

Get to know IntervalFunds.org

IntervalFunds.org positions itself as a leading source of data, news, and education focused on interval funds. The platform is sponsored by UMB Fund Services and features content from various fund sponsors to help financial advisors and investors understand the interval fund structure. Its mission is to enable these professionals to identify funds that align with their clients' investment goals by providing comprehensive fund profiles, performance data, and industry insights. It is not a direct investment platform but an informational and research hub.

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IntervalFunds.org

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.