Infinity Capital Advisors, LLC is a large advisory firm based in Atlanta. It manages $584.61 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Georgia.
Infinity Capital Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Infinity Capital Advisors, LLC is $584.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 379% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Infinity Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Infinity Capital Advisors is pooled investment vehicles with 30 clients and $488.03 million of assets under management. Among the 8 most similar advisory firms, Infinity Capital Advisors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $584.61 million for 32 clients. 21% of the firm’s clients are foreign persons or businesses.
Infinity Capital Advisors also advises several private funds. Namely, eight hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $500,000.
The company employs 11 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey J Vale has served as the Chief Investment Officer since 1 Nov 2011. Marvin Harris Barge joined the executive team most recently as the Chief Compliance Officer.
The principal office where Infinity Capital Advisors, LLC performs its advisory services is located at 1075 Peachtree Street Ne, Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-458-4448 or by fax 404-549-9080. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at infinityfunds.com.