INFINEDI PARTNERS, LP

Adviser information for INFINEDI PARTNERS, LP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5 $249.7M
Non-Discretionary 0 $0
Total 5 $249.7M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 5 $249.7M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehiclesPROVISION OF CONSULTING SERVICES TO PORTFOLIO COMPANIES
Compensation % of AUMPerformance-based feesTRANSACTION FEES/MANAGEMENT FEES FROM PORTFOLIO COMPANIES

Identifiers

SEC RIA File Number 801-117688
SEC ERA File Number 801-117688
SEC CIK Numbers None
SEC CRD Numbers 298191
Legal Entity Identifier 549300CQFBKBECG2MT57

Principal Office

103 EAST 86TH STREET
SUITE 7A
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 917-596-4593, Fax: None

Chief Compliance Officer

JOSEPH HEGENBART
MANAGING PARTNER / LIMITED PARTNER
103 EAST 86TH STREET
SUITE 7A
NEW YORK
NY
United States
Tel: (917) 596-4593
(Full email address available in API data)

Industry Affiliates

BRAVO HOLDINGS GP, LP Sponsor, GP, manager of pooled investment vehicles
CAPONE HOLDINGS MM, LP Sponsor, GP, manager of pooled investment vehicles
HOMETOWN HOLDINGS MM, LP Sponsor, GP, manager of pooled investment vehicles
INFINEDI GROUP, LLC Sponsor, GP, manager of pooled investment vehicles
INFINEDI MIDCO, LLC Sponsor, GP, manager of pooled investment vehicles
PHOENIX HOLDINGS MANAGING MEMBER, LP Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CAPONE HOLDINGS JV, LLC Private Equity Fund $80.7M $0.0M 8
HOMETOWN HOLDINGS JV 2, LLC Private Equity Fund $10.8M $0.0M 6
HOMETOWN HOLDINGS JV, LLC Private Equity Fund $48.5M $0.0M 10
PHOENIX HOLDINGS JV 2, LLC Private Equity Fund $28.9M $0.0M 2
PHOENIX HOLDINGS JV, LLC Private Equity Fund $80.8M $0.0M 4

Control Persons

Name Type Entity Title Since Ownership
INFINEDI GROUP, LLC Domestic Entity GENERAL PARTNER 05/2018 < 5%
HEGENBART, JOSEPH, JOHN Individual MANAGING PARTNER / LIMITED PARTNER / CHIEF COMPLIANCE OFFICER 05/2018 > 75%
HEGENBART, JOSEPH, JOHN Individual INFINEDI GROUP, LLC MANAGING MEMBER 05/2018 > 75%

No. Employees, Historic

105020192020202120222023202420251 on 10/28/20191 on 10/29/20191 on 3/12/20201 on 3/20/20202 on 3/30/20212 on 3/31/20223 on 11/7/20223 on 3/14/20233 on 9/8/20233 on 3/28/2024

RAUM, Historic

300M150M020192020202120222023202420250 on 10/28/20190 on 10/29/2019115000000 on 3/12/2020115000000 on 3/20/2020162171877 on 3/30/2021290023873 on 3/31/2022214189630 on 11/7/2022211860000 on 3/14/2023211860000 on 9/8/2023249712714 on 3/28/2024

No. Clients, Historic

105020192020202120222023202420250 on 10/28/20190 on 10/29/20191 on 3/12/20201 on 3/20/20203 on 3/30/20219 on 3/31/20224 on 11/7/20224 on 3/14/20234 on 9/8/20235 on 3/28/2024