INFINITY CAPITAL ADVISORS, LLC
Adviser information for INFINITY CAPITAL ADVISORS, LLC last updated from Form ADV on March 26th, 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 | Georgia, United States |
Employees
| Total Number of Employees | 20 |
|---|---|
| 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 | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 37 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 37 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $118.8M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 36 | $945.9M |
| 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 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73090 |
|---|---|
| SEC ERA File Number | 801-73090 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159852 |
| Legal Entity Identifier | None |
Principal Office
PROMINENCE IN BUCKHEAD3475 PIEDMONT ROAD NE, SUITE 1525
ATLANTA
GA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 404-458-4448, Fax: None
Chief Compliance Officer
MARVIN BARGE
PROMINENCE IN BUCKHEAD
3475 PIEDMONT ROAD NE, SUITE 1525
ATLANTA
GA
United States
Tel:
404-458-3392
M*****@****************M
(Full email address available in API data)
Regulatory Contact
RYAN SCOTT
CHIEF OPERATING OFFICER
PROMINENCE IN BUCKHEAD
3475 PIEDMONT ROAD NE, SUITE 1525
ATLANTA
GA
United States
Tel:
404-458-4661
R*********@****************M
(Full email address available in API data)
Industry Affiliates
| INFINITY CAPITAL MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| INFINITY CAPITAL SPECIAL MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| INFINITY SS MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| OCEAN INVESTMENT MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| COLLINS CAPITAL DIVERSIFIED I SPV I, LLC | Hedge Fund | $0.6M | $0.1M | 10 |
| COLLINS CAPITAL MASTER FUND II, LP | Hedge Fund | $458.1M | $0.1M | 789 |
| INFINITY PREMIER FUND (QP), LP | Hedge Fund | $307.0M | $0.5M | 266 |
| INFINITY PREMIER FUND, LP | Hedge Fund | $56.3M | $0.5M | 90 |
| INFINITY SOLARIANT RENEWABLE ENERGY FUND I, LLC | Hedge Fund | $6.6M | $0.1M | 45 |
| INFINITY SPECIAL SITUATIONS FUND I, L.P. | Hedge Fund | $39.7M | $0.5M | 23 |
| THE OCEAN FUND, LTD | Hedge Fund | $77.5M | $0.5M | 104 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INFINITY CAPITAL PARTNERS, LLC | Domestic Entity | – | MANAGING MEMBER | 11/2011 | > 75% |
| VALE, JEFFREY, J | Individual | – | PARTNER AND CHIEF EXECUTIVE OFFICER | 11/2011 | < 5% |
| WILLIAMS, MILTON, LEA | Individual | – | PARTNER AND CHIEF MARKETING OFFICER | 11/2011 | < 5% |
| BARGE, MARVIN, HARRIS | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2018 | < 5% |
| JARRELL, RICHARD, PHILLIPS | Individual | – | PARTNER AND CHIEF BUSINESS DEVELOPMENT OFFICER | 03/2010 | < 5% |
| SCOTT, RYAN, MARIE | Individual | – | CHIEF OPERATING OFFICER | 01/2024 | < 5% |
| JONES, GREGORY, BRIAN | Individual | – | PARTNER | 04/2024 | < 5% |