BLUE INFINITAS CAPITAL, LLC

RIASEC Registered
Total AUM
$16M
Discretionary
$16M
100% of AUM
Avg account
$1.1M
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
MIAMI, Florida
CRD number
329245
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

FINTRX

Overview

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

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: Exchange Traded Equities 71%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 9%71%
  • Exchange Traded Equities71%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents9%

Contacts

1 of 1
  • BOGUMIL BARANOWSKI

    FounderCRD 5789552

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth