INFANGER INVESTMENT TECHNOLOGY, LLC
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
FINTRXOverview
Infanger Investment Technology, LLC is an SEC-registered investment adviser formed as a limited liability company that focuses on institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions. Its business model leans heavily toward advisory and non-discretionary relationships: the bulk of assets are managed on a non-discretionary basis while a small portion is held discretionary. Fee arrangements include both a percentage of assets under management and fixed fees. Investment activity centers on public funds and mutual funds as the primary vehicle for exposure, with supplemental allocations made through third‑party alternative asset managers. Infanger Investment Technology does not characterize itself as an active ESG investor. The firm reports a compact operational footprint and a client base concentrated in large institutional mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Owners & executives
1 of 1GERD INFANGER
Founder and CEOCRD 4391106
Contacts
2 of 2GIACOMO RUSSO
ShareholderCRD 5124808
JR. BAKER
TrusteeCRD 4357965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNTAIN VIEW, CA
SANTA CLARA
Location
MOUNTAIN VIEW, CA
Headquartered in MOUNTAIN VIEW, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 2665 Marine Way
- Time zone
- PT (UTC-8)
- Office locations
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