Infinity Credit Advisory, LLC

RIASEC RegisteredEst. 2024
Total AUM
$53.5M
Discretionary
$53.5M
100% of AUM
Avg account
$53.5M
Accounts
1
Employees
1
Advisory reps
7

Firm details

Headquarters
Atlanta, Georgia
CRD number
331652
Registered since
September 11, 2024
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Infinity Credit Advisory, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2024. The firm is organized around a securitized-asset strategy and provides portfolio management for pooled investment vehicles; it also has related-adviser relationships and takes sponsor/GP/managing-member roles for pooled vehicles. Its client base is institutional, and the firm does not report being an active ESG investor or a multistate adviser. Fee arrangements reported include asset-based fees, fixed fees, and performance-related fees, reflecting a mix of AUM and incentive compensation common to manager-led pooled vehicles. The firm is not positioned as a broad capital allocator — its activity is concentrated on managing securitization-style strategies and associated vehicles.

Assets & Accounts

Investments & Alternatives

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 4
  • Jeffrey Vale

    Jeffrey Vale

    Chief Executive OfficerCRD 5125703

  • Milton Williams

    Milton Williams

    Chief Marketing Officer & PartnerCRD 2868134

  • Richard Jarrell

    Richard Jarrell

    Chief Business Development OfficerCRD 2308746

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Contacts

3 of 3
  • Marvin Barge

    Marvin Barge

    Investment Adviser RepresentativeCRD 4866470

  • Benjamin Easterlin V

    Executive Manager DirectorCRD 7930271

  • Daly Laubach

    Head of Transaction ManagementCRD 2988033

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