INFUSIVE ASSET MANAGEMENT INC.

RIASEC RegisteredEst. 2017
Total AUM
$296M
Discretionary
$296M
100% of AUM
Avg account
$98.6M
Accounts
3
Employees
10
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
285765
Registered since
February 8, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Infusive Asset Management Inc. is a corporate investment adviser that has been SEC-registered since 2017 and serves an institutional client base. The firm operates in roles consistent with commodity pool operator/commodity trading advisor activity and provides portfolio management for both registered investment companies and pooled investment vehicles. Its ownership structure includes both foreign-entity and individual stakeholders. Fee arrangements combine a percentage of assets under management with performance-based fees, and the firm identifies itself as an active ESG investor. Infusive’s business footprint centers on institutional pooled mandates and investment-company portfolios rather than a large retail footprint. The CPO/CTA designation and advisory focus on pooled vehicles indicate the firm structures and/or manages collective investment vehicles alongside its separately managed or institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Robert Washington

    Chief Compliance OfficerCRD 7860125

  • Jack Dwyer

    Chief Executive OfficerCRD 7720387

Contacts

2 of 2
  • Simone Mallardi

    DirectorCRD 8139007

  • Corrado Agusta

    DirectorCRD 7833975

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
219 W 71st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth