Infanger Investment Technology, LLC (Mountain View)

Name: Infanger Investment Technology, LLC
Address: 2685 Marine Way, Suite 1315, Mountain View, CA, 94043
Telephone: 650-961-5176

Infanger Investment Technology, LLC is a large advisory firm based in Mountain View. It manages $868.59 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Infanger Investment Technology provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for off-shore investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Infanger Investment Technology: assets under management

The assets under management (AUM) of Infanger Investment Technology, LLC is $868.59 million. The firm's AUM has grown by 1033% since the beginning of its operation, and $868.16 million of the total AUM is attributable to clients outside of the United States.

The firm manages $430.27 thousand in discretionary accounts and $868.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $430.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $16.7 million.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Infanger Investment Technology, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Infanger Investment Technology serves?

The only and largest group of clients of Infanger Investment Technology is investment companies with 1 clients and $756.27 million of assets under management. Among the 5 most similar advisory firms, Infanger Investment Technology has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $756.27 million for 1 clients. 66% of the firm’s clients are foreign persons or businesses.

Infanger Investment Technology doesn't advise any private funds.

Careers at Infanger Investment Technology, LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerd Nmn Infanger	Managing member/chief compliance officer	1 Apr 1998	50% - 75%	4391106
Florence Ventures Llc	Shareholder	1 Mar 2005	Other	52-2099129
Jr. George Leonard Baker	Shareholder	1 Mar 2005	Other	4357965
Jr. George Leonard Baker	Trustee	1 Nov 2008	75% - 100%	4357965
The Baker Revocable Trust	Shareholder	1 Nov 2008	Other	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Giacomo Anthony Russo	Shareholder	1 Mar 1998	75% - 100%	5124808

Based in Mountain View

The principal office where Infanger Investment Technology, LLC performs its advisory services is located at 2685 Marine Way, Suite 1315, Mountain View, CA 94043, 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 650-961-5176 or by fax 650-961-5177. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at infanger.com.