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 SEC‑registered investment adviser organized as an LLC and first registered in 2014. The firm is classified as a hedge fund and is owned by an individual. Its client base combines high‑net‑worth individuals and families with institutional investors. The firm reports operating as a CPO/CTA and provides portfolio management across individuals/small businesses, investment companies and pooled investment vehicles. Fee arrangements include percentage‑of‑AUM pricing and other fee structures. The firm also sponsors and operates pooled vehicles (sponsor/GP/managing‑member roles are disclosed).
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 Equities95%
- Public Funds/Mutual Funds5%
Owners & executives
2 of 2
Jay Hatfield
Founder, CEO and Portfolio ManagerCRD 1850295
Samuel Caffrey-agoglia
Chief Financial Officer, PrincipalCRD 6920074
Contacts
2 of 2
Meleney John
Portfolio Manager, Director of ResearchCRD 7720630
Jim Koch
CRD 8247573
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$14.9M in ETFs
22%
$3.3M
64%
$11.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VIRTUS INFRACAP US PREFERRED STOCK ETF (PFFA) | InfraCap | Active | Preferred Stock | $6M | 283,867 | 40.50% |
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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