INFRARED CAPITAL PARTNERS (US) LLC
Adviser information for INFRARED CAPITAL PARTNERS (US) 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 | Delaware, United States |
Employees
| Total Number of Employees | 24 |
|---|---|
| Investment Advisory/Research | 20 |
| 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 | 0 | $0 |
| Non-Discretionary | 16 | $1.8B |
| Total | 16 | $1.8B |
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 | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $1.8B |
| 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 | 100 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMINVESTMENT FEE |
Identifiers
| SEC RIA File Number | 801-123066 |
|---|---|
| SEC ERA File Number | 801-123066 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310401 |
| Legal Entity Identifier | None |
Principal Office
730 3RD AVENUE22ND FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 1-212-297-2650, Fax: None
Chief Compliance Officer
JILL GRENDA
730 3RD AVENUE
22ND FLOOR
NEW YORK
NY
United States
Tel:
7245538457
J***@*********************M
(Full email address available in API data)
Regulatory Contact
WALTER CASSIDY
DIRECTOR, ASSET MANAGEMENT
730 3RD AVENUE
22ND FLOOR
NEW YORK
NY
United States
Tel:
212-974-7120
W*************@*******M
(Full email address available in API data)
Industry Affiliates
| ADVISORS ASSET MANAGEMENT, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | Other investment adviser, including financial planners |
| BENTALLGREENOAK REAL ESTATE US LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS | Other investment adviser, including financial planners |
| BGO US REAL ESTATE LP | Other investment adviser, including financial planners |
| CRESCENT CAP ADVISORS, LLC | Other investment adviser, including financial planners |
| CRESCENT CAP NT ADVISORS, LLC | Other investment adviser, including financial planners |
| CRESCENT CAPITAL GROUP LP | Other investment adviser, including financial planners |
| INFRARED CAPITAL PARTNERS LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| INFRARED ETF GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| INFRARED EUROPEAN INFRASTRUCTURE INCOME 4 GENERAL PARTNER LLP | Sponsor, GP, manager of pooled investment vehicles |
| INFRARED EUROPEAN INFRASTRUCTURE INCOME 4 GENERAL PARTNER S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| INFRARED INFRASTRUCTURE III GENERAL PARTNER LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| INFRARED INFRASTRUCTURE V GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| INFRARED INFRASTRUCTURE VI GENERAL PARTNER LLP | Sponsor, GP, manager of pooled investment vehicles |
| INFRARED INFRASTRUCTURE VI GENERAL PARTNER S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| INFRARED INFRASTRUCTURE YIELD GENERAL PARTNER LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| INFRASTRUCTURE INVESTMENTS GENERAL PARTNER LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| SLC MANAGEMENT | Other investment adviser, including financial planners |
| SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA - U.S. OPERATIONS HOLDINGS, INC. | Domestic Entity | SUN LIFE (U.S.) HOLDCO 2020, INC. | SOLE SHAREHOLDER | 07/2020 | > 75% |
| INFRARED CAPITAL PARTNERS (HOLDCO) LIMITED | Foreign Entity | – | OWNER | 01/2011 | > 75% |
| INFRARED PARTNERS LLP | Foreign Entity | INFRARED CAPITAL PARTNERS (HOLDCO) LIMITED | SHAREHOLDER | 01/2011 | > 75% |
| INFRARED (UK) HOLDCO 2020 LTD | Foreign Entity | INFRARED PARTNERS LLP | MEMBER | 07/2020 | > 75% |
| SUN LIFE (U.S.) HOLDCO 2020, INC. | Domestic Entity | INFRARED (UK) HOLDCO 2020 LTD | SOLE SHAREHOLDER | 07/2020 | > 75% |
| SUN LIFE 2007 - 1 FINANCING CORP | Foreign Entity | SUN LIFE ASSURANCE COMPANY OF CANADA - U.S. OPERATIONS HOLDINGS, INC. | SHAREHOLDER | 11/2016 | > 75% |
| SUN LIFE GLOBAL INVESTMENTS INC | Foreign Entity | SUN LIFE 2007 - 1 FINANCING CORP | SOLE SHAREHOLDER | 12/2004 | > 75% |
| SUN LIFE FINANCIAL INC. | Foreign Entity | SUN LIFE GLOBAL INVESTMENTS INC | SOLE SHAREHOLDER | 12/2004 | > 75% |
| GUZ, FILIP, MAREK | Individual | – | DIRECTOR | 07/2023 | < 5% |
| CRAWFORD, JAMES, WORTHINGTON | Individual | – | DIRECTOR | 07/2023 | < 5% |
| CASSIDY, WALTER | Individual | – | DIRECTOR | 10/2023 | < 5% |
| GRENDA, JILL, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |