AMERICAN INFRASTRUCTURE

RIASEC RegisteredEst. 2018
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$213M
Accounts
8
Employees
19
Advisory reps
2

Firm details

Headquarters
FOSTER CITY, California
CRD number
299402
Registered since
December 3, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles87.37%
  • Insurance Companies12.63%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

American Infrastructure is a privately held limited liability company that operates as a private equity sponsor and manager of pooled investment vehicles for institutional clients. The firm focuses on running closed-end private funds and serving as sponsor, general partner and managing member of those vehicles, taking an active role in sourcing, underwriting and managing private investments. Its advisory mandate centers on portfolio management for pooled investment vehicles and for businesses or institutions rather than on individual retail wealth management. The firm charges a combination of percentage-of-AUM fees and performance-based fees, consistent with private equity economics, and does not position itself as an active ESG investor. American Infrastructure has been SEC-registered since 2018 and is organized with an individual owner structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • KEITH OGDEN

    Chief Operating OfficerCRD 1769219

Contacts

1 of 1
  • JR. HELLMAN

    Managing MemberCRD 5921452

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FOSTER CITY, CA

SAN MATEO

Location

FOSTER CITY, CA

Headquartered in FOSTER CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
950 Tower Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth