INFANGER INVESTMENT TECHNOLOGY, LLC

RIASEC RegisteredEst. 2000
Total AUM
$495M
Discretionary
$16.4M
3% of AUM
Avg account
$19.8M
Accounts
25
Employees
2
Advisory reps
3

Firm details

Headquarters
MOUNTAIN VIEW, California
CRD number
112328
Registered since
July 31, 2000
Custodians
MORGAN STANLEY & CO. LLC, BANK GUTMANN AKTIENGESELLSCHAFT, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies95.41%
  • HNWI3.32%
  • Banking / Thrift Institutions1.27%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Infanger Investment Technology, LLC is an SEC-registered investment adviser formed as a limited liability company that focuses on institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions. Its business model leans heavily toward advisory and non-discretionary relationships: the bulk of assets are managed on a non-discretionary basis while a small portion is held discretionary. Fee arrangements include both a percentage of assets under management and fixed fees. Investment activity centers on public funds and mutual funds as the primary vehicle for exposure, with supplemental allocations made through third‑party alternative asset managers. Infanger Investment Technology does not characterize itself as an active ESG investor. The firm reports a compact operational footprint and a client base concentrated in large institutional mandates.

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: Public Funds/Mutual Funds 99%, Exchange Traded Equities 1%99%
  • Public Funds/Mutual Funds99%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • GERD INFANGER

    Founder and CEOCRD 4391106

Contacts

2 of 2
  • GIACOMO RUSSO

    ShareholderCRD 5124808

  • JR. BAKER

    TrusteeCRD 4357965

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MOUNTAIN VIEW, CA

SANTA CLARA

Location

MOUNTAIN VIEW, CA

Headquartered in MOUNTAIN VIEW, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
2665 Marine Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth