Investbev

RIASEC RegisteredEst. 2024
Total AUM
$291M
Discretionary
$291M
100% of AUM
Avg account
$41.6M
Accounts
7
Employees
10
Advisory reps
2

Firm details

Headquarters
Chicago, Illinois
CRD number
325508
Registered since
July 9, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles63.85%
  • Corporations / Businesses36.15%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Investbev is structured as a limited partnership that operates as a private equity fund manager and adviser to institutional clients. The firm is SEC-registered as of 2024 and reports a business model that combines running pooled investment vehicles with portfolio management for institutions and businesses. It charges both a percentage-of-assets fee and performance-based fees, and it functions in sponsor and general partner roles for pooled vehicles it manages. Investbev does not market itself as an active ESG investor and does not identify as a multi-state adviser.

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: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Giuseppe Infusino

    Managing Partner and Chief Investment OfficerCRD 7720871

  • Brian Rosen

    Founder & Chief Exceutive OfficerCRD 7720860

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
222 N La Salle St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth