Infinity Capital Advisors, LLC (Atlanta)

Name: Infinity Capital Advisors, LLC
Address: 1075 Peachtree Street Ne, Atlanta, GA, 30309
Telephone: 404-458-4448

Infinity Capital Advisors, LLC is a large advisory firm based in Atlanta. It manages $584.61 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Georgia.

Infinity Capital Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Infinity Capital Advisors: assets under management

The assets under management (AUM) of Infinity Capital Advisors, LLC is $584.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 379% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $584.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Infinity Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Infinity Capital Advisors serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Infinity Capital Advisors is pooled investment vehicles with 30 clients and $488.03 million of assets under management. Among the 8 most similar advisory firms, Infinity Capital Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $584.61 million for 32 clients. 21% of the firm’s clients are foreign persons or businesses.

Infinity Capital Advisors also advises several private funds. Namely, eight hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $500,000.

Careers at Infinity Capital Advisors, LLC

The company employs 11 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jeffrey J Vale has served as the Chief Investment Officer since 1 Nov 2011. Marvin Harris Barge joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Phillips Jarrell	Partner and director of business development	1 Mar 2010	Other	2308746
Llc Infinity Capital Partners	Managing member	1 Nov 2011	75% - 100%	51-0425732
Jeffrey J Vale	Chief investment officer	1 Nov 2011	Other	5125703
Milton Lea Williams	Chief operating officer	1 Nov 2011	Other	2868134
Elizabeth Ashley Deluca	Chief compliance officer and chief legal officer	1 Mar 2015	Other	6461104
Steven Philip Barth	Partner and chief operating officer	1 Jan 2018	Other	5166632
Steven Philip Barth	Chief compliance officer	1 Mar 2018	Other	5166632
Marvin Harris Barge	Chief compliance officer	1 Apr 2018	Other	4866470

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Eugene Newton Martini	Founder	1 Jan 2003	25% - 50%	1498895
Llc Mks Partners	Owner	1 Nov 2011	25% - 50%	03-0547486
Mark Kenneth Scott	Owner	1 Jan 2014	50% - 75%	1453831
Elizabeth Buch Scott	Owner	1 Jan 2014	25% - 50%	1464747

Based in Atlanta

The principal office where Infinity Capital Advisors, LLC performs its advisory services is located at 1075 Peachtree Street Ne, Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-458-4448 or by fax 404-549-9080. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at infinityfunds.com.