Infusive Asset Management Inc. (New York)

Name: Infusive Asset Management Inc.
Address: One Grand Central Place, 60 East 42 Nd Street, New York, NY, 10165
Telephone: (646) 585-9612

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.

Infusive Asset Management: assets under management

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 firm manages $78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39 million each.

Infusive Asset Management has custody of $78 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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.

What kind of clients Infusive Asset Management serves?

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.

Careers at Infusive Asset Management Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Infusive Plc	Owner	1 Dec 2013	75% - 100%	xx-xxxxxxx
Jacques Jenny	Chief compliance officer/co-portfolio manager/sole board member	1 Jan 2016	Other	5177362
Adam David Lippman	Portfolio manager	1 Jan 2016	Other	4284824
Conrad Alexander Levy	Chief compliance officer/sole director	1 May 2018	Other	5094776

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Codelouf	Owner	1 Dec 2013	25% - 50%	xx-xxxxxxx
Andrea Ruggeri	Group ceo	1 Dec 2013	Other	3207882
Luca Rinaldo Contardo Padulli	Owner	1 Dec 2013	25% - 50%	6750391
Andrea Ruggeri	Group ceo	1 Sep 2017	Other	3207882
Infusive Asset Management (Gp) Limited	Owner	1 May 2019	50% - 75%	xx-xxxxxxx

Based in New York

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.