Infinitas Capital LLC (New York)

Infinitas Capital LLC is an adviser based in New York. It manages $17.24 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

Infinitas Capital provides portfolio management for individuals and small businesses 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.

Infinitas Capital: assets under management

The assets under management (AUM) of Infinitas Capital LLC is $17.24 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $662.93 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Infinitas Capital 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.

What kind of clients Infinitas Capital serves?

The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Infinitas Capital is pooled investment vehicles with 2 clients and $10.93 million of assets under management. Among the 0 most similar advisory firms, Infinitas Capital has the 0th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $17.24 million for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Infinitas Capital doesn't advise any private funds.

Careers at Infinitas Capital LLC

The company employs 4 people that are either part- or full-time employees. 25 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 compensates 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
Kenneth S Cavazzi	Managing member/cco/shareholder	1 May 2011	75% - 100%	4062672
Richard Marshall Geyser	Director of marketing/shareholder	1 Mar 2012	Other	2722929
Amrith Ravichandran	Member/shareholder	1 Dec 2013	Other	4440321

Based in New York

The principal office where Infinitas Capital LLC performs its advisory services is located at 99 Hudson Street 5 Th Floor, New York, NY 10013, 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 646-706-5218. The normal business hours are 8:30-4:30 on Monday - Friday.