INFINIUM INVESTMENT ADVISORS, LLC
Adviser information for INFINIUM INVESTMENT ADVISORS, LLC 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 388 | $90.7M |
| Non-Discretionary | 0 | $0 |
| Total | 388 | $90.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 82 | $26.4M |
| HNW Individuals | 39 | $64.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 | 1 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118226 |
|---|---|
| SEC ERA File Number | 801-118226 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 149123 |
| Legal Entity Identifier | None |
Principal Office
50 S. STEELE, SUITE 830DENVER
CO
United States
Monday - Friday, 7:00 A.M. TO 5:00 P.M.
Tel: 720- 253-1818, Fax: 888-253-3080
Chief Compliance Officer
MARK STEPHEN STAROSCIAK
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
50 S. STEELE, SUITE 830
DENVER
CO
United States
Tel:
(720) 253-1818
Fax:
888-253-3080
M***@*******************M
(Full email address available in API data)
Regulatory Contact
KURT LEENEY
FINANCIAL ADVISOR
50 S. STEELE STREET, SUITE 830
DENVER
CO
United States
Tel:
720-253-1818
Fax:
888-253-3080
K***@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STAROSCIAK, MARK, STEPHEN | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 03/2009 | > 75% |