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 an institutional- focused registered investment adviser that has been SEC-registered since 2017. The firm serves an institutional client base and conducts portfolio management for investment companies and pooled investment vehicles. It also operates in the commodity space as a CPO/CTA. Compensation comes from a mix of percentage-of-assets fees and performance-based fees. Ownership is listed as a combination of a foreign entity and an individual. Infusive is identified as an active ESG investor and is not classified as a capital allocator or a multi-state adviser.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Robert Washington

    Chief Compliance OfficerCRD 7860125

  • Jack Dwyer

    Jack Dwyer

    Chief Executive OfficerCRD 7720387

Contacts

2 of 2
  • Simone Mallardi

    DirectorCRD 8139007

  • Corrado Agusta

    DirectorCRD 7833975

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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