Infusive Asset Management Inc. is a mid-sized advisory firm based in New York. It manages $78 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017.
Infusive Asset Management 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.
The assets under management (AUM) of Infusive Asset Management Inc. is $78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and $78 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Infusive Asset Management Inc. for their services and products based on a percentage of assets under management. 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Infusive Asset Management is pooled investment vehicles with 1 clients and $78 million of assets under management. Among the 0 most similar advisory firms, Infusive Asset Management has the 0th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $78 million for 2 clients. 50% of the firm’s clients are foreign persons or businesses.
Infusive Asset Management doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
The principal office where Infusive Asset Management Inc. performs its advisory services is located at One Grand Central Place, 60 East 42 Nd Street, New York, NY 10165, 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 (646) 585-9612. The normal business hours are 9:00am-5:30pm on Monday - Friday. You can find more information about the New York firm at infusive.com.