Infinity Capital Advisors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.5B
Discretionary
$1.2B
78% of AUM
Avg account
$30.6M
Accounts
50
Employees
20
Advisory reps
8

Firm details

Headquarters
Atlanta, Georgia
CRD number
159852
Registered since
February 21, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles90.06%
  • Investment Companies9.94%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Infinity Capital Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager. The firm provides portfolio management for investment companies and for pooled investment vehicles, and it also acts in sponsor/GP roles for some pooled vehicles. Its client base is institutional, and its compensation mixes a percentage-of-assets model with performance-based fees. Infinity is not described as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting among its services. The adviser was first SEC-registered in 2012 and is owned by a combination of domestic entities and individuals.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Gregory Jones

    Partner, Chief Investment OfficerCRD 2653963

  • Milton Williams

    Milton Williams

    Chief Marketing Officer & PartnerCRD 2868134

  • Daniel Fazioli

    Daniel Fazioli

    Chief Financial OfficerCRD 5463360

Unlock 2 more executives

Contacts

3 of 3
  • Ryan Scott

    Managing Director, OperationsCRD 7853146

  • Marvin Barge

    Marvin Barge

    Investment Adviser RepresentativeCRD 4866470

  • John Champagne

    Managing DirectorCRD 8241052

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3280 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth