BLUE INFINITAS CAPITAL, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 329245
- Website
- www.blueinfinitascapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.16%
- Individuals6.73%
- Corporations / Businesses0.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Blue Infinitas Capital, LLC is a small, privately owned investment adviser organized as an LLC that provides portfolio management primarily for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves both individual/family clients and institutional investors. According to the FINTRX snapshot, Blue Infinitas is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Advisory activity is concentrated on discretionary portfolio management. The firm reports an owner-type of "Individual," indicating a closely held structure rather than being part of a larger corporate RIA or network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents9%
Contacts
1 of 1BOGUMIL BARANOWSKI
FounderCRD 5789552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 5201 Waterford District Dr
- Time zone
- ET (UTC-5)
- Office locations
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