Infanger Investment Technology, LLC

RIASEC RegisteredEst. 2000

Total AUM

$495M

Discretionary

$16.4M

3% of AUM

Avg account

$19.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Mountain View, California
CRD number: 112328
Registered since: July 31, 2000
Website: www.infanger.com
Custodians: MORGAN STANLEY & CO. LLC, BANK GUTMANN AKTIENGESELLSCHAFT, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Investment Companies95.41%
HNWI3.32%
Banking / Thrift Institutions1.27%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Infanger Investment Technology, LLC is an institutional registered investment advisor formed in 2000 that serves institutional clients. The firm operates as a limited liability company and charges a mix of percentage-of-AUM and fixed fees. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or other institutions. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant.