Infinity 8 Investments, LLC
Firm details
- Headquarters
- Cupertino, California
- CRD number
- 152180
- Registered since
- August 6, 2026
- Website
- infinity8investments.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.19%
- Individuals6.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Infinity 8 Investments, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm serves individual and family clients and functions as a capital allocator, offering financial planning and portfolio management across both individual/small business and institutional/business relationships. Its service set explicitly includes selecting third-party advisers, and its fee model combines a percentage of assets under management with fixed fees. The firm does not describe itself as an active ESG investor, is not marked as a multistate adviser, and is not newly formed according to the available record. Infinity 8’s advisory activities emphasize discretionary and non-discretionary portfolio management alongside financial planning.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities71%
- Cash & Cash Equivalents13%
- US Government Bonds11%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds2%
Contacts
1 of 1Sean Akiyama
Investment AdviserCRD 2425895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cupertino, CA
Santa Clara
Location
Cupertino, CA
Headquartered in Cupertino, 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
- 10080 N Wolfe Rd
- Time zone
- PT (UTC-8)
- Office locations
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