Infanger Investment Technology, LLC is a large advisory firm based in Mountain View. It manages $868.59 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Infanger Investment Technology provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for off-shore investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Infanger Investment Technology, LLC is $868.59 million. The firm's AUM has grown by 1033% since the beginning of its operation, and $868.16 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Infanger Investment Technology, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Infanger Investment Technology is investment companies with 1 clients and $756.27 million of assets under management. Among the 5 most similar advisory firms, Infanger Investment Technology has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $756.27 million for 1 clients. 66% of the firm’s clients are foreign persons or businesses.
Infanger Investment Technology doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Infanger Investment Technology, LLC performs its advisory services is located at 2685 Marine Way, Suite 1315, Mountain View, CA 94043, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-961-5176 or by fax 650-961-5177. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at infanger.com.