INFINITY 8 INVESTMENTS, LLC

RIASEC Registered
Total AUM
$124M
Discretionary
$83.5M
67% of AUM
Avg account
$725K
Accounts
171
Employees
1
Advisory reps
1

Firm details

Headquarters
CUPERTINO, California
CRD number
152180
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI93.19%
  • Individuals6.81%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Infinity 8 Investments, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and operates as a capital allocator, combining portfolio management and financial planning with the selection of third‑party managers. Its billing mixes AUM‑based fees with fixed fees. Advisory services include financial planning, portfolio management for individuals and small businesses, management for institutional or business clients, and manager‑of‑managers duties. The firm is not identified as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Cash & Cash Equivalents 13%, US Government Bonds 11%, Investment Grade Corp Bonds 2%, Public Funds/Mutual Funds 2%, State & Local Bonds 1%71%
  • Exchange Traded Equities71%
  • Cash & Cash Equivalents13%
  • US Government Bonds11%
  • Investment Grade Corp Bonds2%
  • Public Funds/Mutual Funds2%

Contacts

1 of 1
  • SEAN AKIYAMA

    Investment AdviserCRD 2425895

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CUPERTINO, CA

SANTA CLARA

Location

CUPERTINO, CA

Headquartered in CUPERTINO, 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
10080 N Wolfe Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth