ISQ OPENINFRA REGISTERED ADVISOR LLC

RIASEC RegisteredEst. 2025
Total AUM
$348M
Discretionary
$348M
100% of AUM
Avg account
$87M
Accounts
4
Employees
331
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
332721
Registered since
January 31, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ISQ Openinfra Registered Advisor LLC is a limited liability company registered with the SEC in 2025 that functions as an adviser to private pooled vehicles with an institutional client base. The firm is organized as a private equity fund manager and provides portfolio management for pooled investment vehicles rather than one-off advisory relationships. Its ownership structure involves both a foreign entity and an individual. Fee arrangements combine a percentage-of-assets model with performance-based fees. The adviser identifies itself as an active ESG investor.

Assets & Accounts

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

Owners & executives

3 of 3
  • LISA FLEISCHMAN

    Chief Compliance OfficerCRD 7082967

  • DOMINIC SPIRI

    Chief Financial OfficerCRD 6631066

  • GAUTAM BHANDARI

    Co-founder, Managing Partner & Chief Investment OfficerCRD 4250305

Contacts

2 of 2
  • SADEK WAHBA

    Founder, Chairman and Managing PartnerCRD 2792870

  • PATRICIA MENENDEZ - CAMBO

    General CounselCRD 7172006

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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
600 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth