Infrared Capital Partners (Us) Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $2.4B
- Accounts
- 16
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $2.4B | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Crawford, James, Worthington | Director | Jul 2023 (3y) | Less than 5% | |
| Guz, Filip, Marek | Director | Jul 2023 (3y) | Less than 5% | |
| Cassidy, Walter | Director | Oct 2023 (3y) | Less than 5% | |
| Grenda, Jill, Marie | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Infrared Capital Partners (Holdco) Limited | Owner | Jan 2011 | A | 75% or more |
| Infrared Partners Llp | Shareholder | Jan 2011 | B | ≈ 56.25% – 100% via Infrared Capital Partners (Holdco) Limited |
| Infrared (Uk) Holdco 2020 Ltd | Member | Jul 2020 | B | ≈ 42.19% – 100% via Infrared Partners Llp |
| Sun Life (U.S.) Holdco 2020, Inc. | Sole Shareholder | Jul 2020 | B | ≈ 31.64% – 100% via Infrared (Uk) Holdco 2020 Ltd |
| Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. | Sole Shareholder | Jul 2020 | B | ≈ 23.73% – 100% via Sun Life (U.S.) Holdco 2020, Inc. |
| Sun Life 2007 1 Financing Corp | Shareholder | Nov 2016 | B | ≈ 17.8% – 100% via Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. |
| Sun Life Global Investments Inc | Sole Shareholder | Dec 2004 | B | ≈ 13.35% – 100% via Sun Life 2007 1 Financing Corp |
| Sun Life Financial Inc. | Sole Shareholder | Dec 2004 | B | ≈ 10.01% – 100% via Sun Life Global Investments Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Infrared Partners Llp: 75% – 100% of Infrared Capital Partners (Holdco) Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Infrared (Uk) Holdco 2020 Ltd: 75% – 100% of Infrared Partners Llp × 75% – 100% of Infrared Capital Partners (Holdco) Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Sun Life (U.S.) Holdco 2020, Inc.: 75% – 100% of Infrared (Uk) Holdco 2020 Ltd × 75% – 100% of Infrared Partners Llp × 75% – 100% of Infrared Capital Partners (Holdco) Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc.: 75% – 100% of Sun Life (U.S.) Holdco 2020, Inc. × 75% – 100% of Infrared (Uk) Holdco 2020 Ltd × 75% – 100% of Infrared Partners Llp × 75% – 100% of Infrared Capital Partners (Holdco) Limited × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Sun Life 2007 1 Financing Corp: 75% – 100% of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. × 75% – 100% of Sun Life (U.S.) Holdco 2020, Inc. × 75% – 100% of Infrared (Uk) Holdco 2020 Ltd × 75% – 100% of Infrared Partners Llp × 75% – 100% of Infrared Capital Partners (Holdco) Limited × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Sun Life Global Investments Inc: 75% – 100% of Sun Life 2007 1 Financing Corp × 75% – 100% of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. × 75% – 100% of Sun Life (U.S.) Holdco 2020, Inc. × 75% – 100% of Infrared (Uk) Holdco 2020 Ltd × 75% – 100% of Infrared Partners Llp × 75% – 100% of Infrared Capital Partners (Holdco) Limited × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Sun Life Financial Inc.: 75% – 100% of Sun Life Global Investments Inc × 75% – 100% of Sun Life 2007 1 Financing Corp × 75% – 100% of Sun Life Assurance Company Of Canada U.S. Operations Holdings, Inc. × 75% – 100% of Sun Life (U.S.) Holdco 2020, Inc. × 75% – 100% of Infrared (Uk) Holdco 2020 Ltd × 75% – 100% of Infrared Partners Llp × 75% – 100% of Infrared Capital Partners (Holdco) Limited × 75% – 100% direct ≈ 10.01% – 100% 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) | 03/26/2026 | 2.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE CHICAGO BOARD OF TRADE ("CBOT") ALLEGED VIOLATIONS BY SUN LIFE FINANCIAL INC. OF CBOT (LEGACY) RULE 432 AND RULE 534, RELATED TO TWO TRADES ON GLOBEX TOTALING 989 SEPTEMBER 2012 ULTRA TREASURY BOND FUTURES CONTRACTS. Status: Final Sanction Detail: A MONETARY FINE OF $50,000 USD WAS PAID TO THE CHICAGO BOARD OF TRADE ON 10/28/2014 BY SUN LIFE FINANCIAL INC. Summary: EFFECTIVE OCT 27, 2014, SUN LIFE FINANCIAL INC. ("SLF"), THE ULTIMATE PARENT COMPANY OF SUN LIFE CAPITAL ADVISERS LLC, WITHOUT ADMITTING OR DENYING RULE VIOLATIONS, AGREED TO PAY A PENALTY OF $50,000 TO SETTLE A MATTER WITH THE CHICAGO BOARD OF TRADE ("CBOT") RELATED TO ALLEGED VIOLATIONS OF CBOT (LEGACY) RULE 432 (FAILURE TO DILIGENTLY SUPERVISE ITS EMPLOYEES AND AGENTS IN THE CONDUCT OF THEIR BUSINESS RELATED TO THE EXCHANGE) AND RULE 534 (PROHIBITION ON WASH TRADES). THIS MATTER INVOLVED TWO MATCHING TRADES ON GLOBEX TOTALING 989 SEPTEMBER 2012 ULTRA TREASURY BOND FUTURES CONTRACTS FOR INDEPENDENT BUSINESS REASONS ON BEHALF OF TWO DIFFERENCE INSURANCE COMPANY SUBSIDIARIES OF SLF, FOR WHICH SLF, AS THE THEN ULTIMATE PERENT COMPANY OF BOTH WAS DEEMED TO MAINTAIN BENEFICIAL OWNERSHIP OF THE CONTRACTS ON BOTH SIDES OF THE TRADE. IN MITIGATION, FOLLOWING THIS OCCURRENCE, THE SLF SUBSIDIARIES IMPLEMENTED TRAINING PROGRAMS REGARDING THE RULES OF SUCH EXCHANGE.
Allegations: FAILURE TO TIMELY FILE A SECURITIES TRANSACTION REPORT. Status: Final Sanction Detail: A FINE OF $300.00 (CANADIAN) WAS PAID TO THE ONTARIO SECURITIES COMMISSION ON 04/28/2011. Summary: ON 03/31/2011, THE ONTARIO SECURITIES COMMISSION ISSUED AN INVOICE FOR A LATE FEE FOR FAILURE TO FILE A TIMELY SECURITIES TRANSACTION REPORT. THE MATTER WAS CLOSED WHEN A MONETARY FINE OF $300.00 (CANADIAN) WAS PAID TO THE ONTARIO SECURITIES COMMISSION ON 04/28/2011.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Other fees
- • MANAGEMENT FEE & INVESTMENT FEE
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗