INFRASTRUCTURE CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 166459
- Registered since
- June 20, 2014
- Website
- www.infracapfunds.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies99.48%
- Pooled Investment Vehicles0.42%
- HNWI0.1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Infrastructure Capital Advisors, LLC is an LLC-structured investment adviser that registers with the SEC and has been active since 2014. The firm is organized as a hedge-fund manager and is owned by an individual. Its client base includes both high-net-worth individuals and families as well as institutional investors. Compensation is primarily asset-based (percentage of AUM) with supplemental fee arrangements described as “other.” Operationally the firm performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and serves as sponsor or general partner of pooled vehicles. Its advisory work covers discretionary portfolio management for individuals and small businesses, management for investment companies, and oversight of pooled investment vehicles. Infrastructure Capital Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities95%
- Public Funds/Mutual Funds5%
Owners & executives
2 of 2JAY HATFIELD
Founder, CEO and Portfolio ManagerCRD 1850295
SAMUEL CAFFREY-AGOGLIA
General Counsel & Chief Compliance OfficerCRD 6920074
Contacts
2 of 2JIM KOCH
CRD 8247573
MELENEY JOHN
Portfolio Manager, Director of ResearchCRD 7720630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$10.6M in ETFs
10%
$1.1M
87%
$9.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VIRTUS INFRACAP US PREFERRED STOCK ETF (PFFA) | InfraCap | Active | Preferred Stock | $5.9M | 289,221 | 55.65% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 1325 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
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