Infanger Investment Technology provides portfolio management for pooled vehicles and portfolio management for institutions.
Infanger Investment Technology reports 1 client. They include 1 investment company. Of its assets, 3.3% ($16.4M across 4 accounts) are managed with discretion; $478M across 21 accounts are not. Of its clients, 50% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | Fewer than 5 | 3% |
| Banking or thrift institutions | Fewer than 5 | 1% |
| Investment companies | 100% | 95% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $16.4M | 3.3% | — |
| Banking or thrift institutions | Fewer than 5 | $6.3M | 1.3% | — |
| Investment companies | 1 | $472M | 95.4% | $472M |
| Total | 1 | $495M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $16.4M
- AUM share
- 3.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.3M
- AUM share
- 1.3%
- Avg. per client
- —
- Clients
- 1
- Regulatory AUM
- $472M
- AUM share
- 95.4%
- Avg. per client
- $472M
Total
- Clients
- 1
- Regulatory AUM
- $495M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 50%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Infanger Investment Technology is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
George Baker owns 75% or more of Infanger Investment Technology. The leadership team of Infanger Investment Technology includes Chief Compliance Officer Gerd Infanger. It has 2 employees, 1 of them in advisory roles.
Leadership
- Gerd InfangerManaging Member/Chief Compliance Officer
- George BakerTrustee
- Giacomo RussoShareholder
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Gerd NMN Infanger
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Infanger Investment Technology, LLC
George Baker
Control person · since November 2008
- Owns 50% to 75% of Infanger Investment Technology, LLC
Gerd Infanger
Control person · since April 1998
- Owns 10% to 25% of Infanger Investment Technology, LLC
The Baker Revocable Trust
since November 2008
- Owns 5% to 10% of Infanger Investment Technology, LLC
Giacomo Russo
Control person · since February 2005
Infanger Investment Technology’s regulatory assets fell from $1.09B (April 2021) to $495M (March 2026); clients were 1 in both filings and employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $495M | 1 | 2 | 1 |
| March 2025 | $535M | 1 | 1 | 1 |
| March 2024 | $601M | 1 | 1 | 1 |
| March 2023 | $793M | 1 | 1 | 1 |
| April 2022 | $1.06B | 1 | 1 | 1 |
| April 2021 | $1.09B | 1 | 1 | 1 |
Besides its headquarters, Infanger Investment Technology has 0 offices, with 1 listed address in California.
California · 1 listed address
- 2665 Marine Way, Suite 1120, Mountain ViewHQ
Contact and registration details
- Legal name
- Infanger Investment Technology, LLC
- Headquarters
- 2665 Marine Way, Suite 1120, Mountain View, CA 94043
- Website
- infanger.com
- Phone
- 650-961-5176
- SEC file
- 801-57817
- Structure
- California LLC
- Fiscal year end
- December
Infanger Investment Technology uses Morgan Stanley ($9.73M, 44%), Bank Gutmann Aktiengesellschaft ($5.51M, 25%) and Wells Fargo Clearing Services ($3.82M, 17%), among others, as custodians for its separately managed accounts. Infanger Investment Technology does not have custody of client assets.
- Morgan StanleyMorgan Stanley & Co. LLC · New York, NY · $9.73M44%
- Bank Gutmann AktiengesellschaftBank Gutmann Aktiengesellschaft · Vienna · $5.51M25%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $3.01M14%
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $3.82M17%
At year end, Infanger Investment Technology’s separately managed accounts were mostly in funds (99%).
What the accounts hold
- Stocks1%
- Funds99%
How many clients does Infanger Investment Technology have?
Infanger Investment Technology has 1 client and manages $495 million for them, as of March 2026. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Infanger Investment Technology offer?
Infanger Investment Technology provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Infanger Investment Technology use?
Infanger Investment Technology’s separately managed account assets are held at Morgan Stanley & Co. LLC (New York, NY), with $9.73M, Bank Gutmann Aktiengesellschaft (Vienna), with $5.51M, Wells Fargo Clearing Services, LLC (St. Louis, MO), with $3.82M and Interactive Brokers LLC (Greenwich, CT), with $3.01M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Infanger Investment Technology have?
Infanger Investment Technology has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Infanger Investment Technology invest in?
At the end of its last fiscal year, Infanger Investment Technology’s separately managed accounts held 99% registered funds (mutual funds, ETFs, BDCs) and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Infanger Investment Technology?
Infanger Investment Technology’s direct owners are Gerd Infanger (50% to 75%), George Baker (75% or more), the Baker Revocable Trust (10% to 25%) and Giacomo Russo (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Infanger Investment Technology get paid?
Infanger Investment Technology is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Infanger Investment Technology?
Infanger Investment Technology’s main office is at 2665 Marine Way, Suite 1120, Mountain View, CA 94043. Its phone number is 650-961-5176. Its website is infanger.com.