INVESTBEV
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
FINTRXOverview
Investbev is structured as a limited partnership that operates primarily as a private equity sponsor and manager of pooled investment vehicles for institutional clients. The firm is SEC-registered as of 2024 and positions itself as both a general partner/sponsor and the portfolio manager for its funds rather than a pure capital allocator. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions, and its fee model combines a percentage-of-assets charge with performance-based fees tied to fund outcomes. Investment focus is concentrated in private markets: private equity is the core strategy, complemented by allocations into real estate and private credit through third‑party and internal fund structures. Investbev does not identify as an active ESG investor. With a compact client roster and a sponsor/GP role across multiple funds, the firm emphasizes direct fund management and control over deal and portfolio-level decisions.
Assets & Accounts
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
- Other100%
Owners & executives
2 of 2GIUSEPPE INFUSINO
Managing Partner and Chief Investment OfficerCRD 7720871
BRIAN ROSEN
Founder & Chief Exceutive OfficerCRD 7720860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
NEXTGEN GROWTH PARTNERS, LLC
RIACHICAGO, IL
PROJECT LEVEL MANAGEMENT COMPANY, LLC
RIACHICAGO, IL
NEW ENGLAND RESEARCH & MANAGEMENT, INC.
RIACHICAGO, IL
PEARSON CREEK CAPITAL MANAGEMENT LLC
RIACHICAGO, IL
STERLING BAY CAPITAL ADVISERS, LLC
RIACHICAGO, IL
PRAXIS CAPITAL MANAGEMENT LLC
RIACHICAGO, IL