Infanger Investment Technology, Llc
- Regulatory AUM
- $495M
- Discretionary
- $16.4M
- Clients
- 1
- Avg AUM / client
- $495M
- Accounts
- 25
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $16.4M | 3.32% |
| Banking or thrift institutions | Fewer than 5 clients | $6.3M | 1.27% |
| Investment companies | 1 | $472M | 95.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Russo, Giacomo, Anthony | Shareholder | Mar 1998 (28y) | ≈ 0% – 5% via Florence Ventures Llc | |
| Gerd Nmn Infanger | Managing Member/Chief Compliance Officer | Apr 1998 (28y) | 50% – 75% | |
| Baker, Jr., George, Leonard | Trustee | Nov 2008 (18y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Baker Revocable Trust | Shareholder | Nov 2008 | A | 10% – 25% |
| Florence Ventures Llc | Shareholder | Mar 2005 | A | Less than 5% |
Estimated effective ownership (look-through of filed bands):
- Russo, Giacomo, Anthony: 75% – 100% of Florence Ventures Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Morgan Stanley $9.7M (2% of AUM) Mar 2026
- Bank Gutmann Aktiengesellschaft $5.5M (1% of AUM) Mar 2026
- Wells Fargo $3.8M (1% of AUM) Mar 2026
- Interactive Brokers $3.0M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗