Infinity 8 Investments provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Infinity 8 Investments reports 65 clients. They include 41 high-net-worth individuals and 24 individual clients. Of its assets, 67.4% ($83.5M across 136 accounts) are managed with discretion; $40.5M across 35 accounts are not. A wrap fee program the firm both sponsors and manages holds $124M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 7% |
| High-net-worth individuals | 63% | 93% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 24 | $8.44M | 6.8% | $352K |
| High-net-worth individuals | 41 | $115M | 93.2% | $2.82M |
| Total | 65 | $124M | 100% | $1.91M |
- Clients
- 24
- Regulatory AUM
- $8.44M
- AUM share
- 6.8%
- Avg. per client
- $352K
- Clients
- 41
- Regulatory AUM
- $115M
- AUM share
- 93.2%
- Avg. per client
- $2.82M
Total
- Clients
- 65
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- $1.91M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Infinity 8 Investments is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
It has 1 employee.
Leadership
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
Besides its headquarters, Infinity 8 Investments has 1 office, with 1 listed address in California.
California · 1 listed address
- 10080 N Wolfe Road, Suite SW3-200, CupertinoHQ
Contact and registration details
- Legal name
- Infinity 8 Investments, LLC
- Headquarters
- 10080 N Wolfe Road, Suite SW3-200, Cupertino, CA 95014
- Website
- infinity8investments.com
- Phone
- 408-501-8848
- SEC file
- 801-136642
- Structure
- California LLC
- Fiscal year end
- December
Infinity 8 Investments does not have custody of client assets.
At year end, Infinity 8 Investments’ separately managed accounts were mostly in stocks (71%) and bonds (14%).
What the accounts hold
- Stocks71%
- Funds2%
- Bonds14%
- U.S. government and agency bonds11%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash13%
How many clients does Infinity 8 Investments have?
Infinity 8 Investments has 65 clients and manages $124 million for them, as of August 2026. They include 41 high-net-worth individuals and 24 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Infinity 8 Investments offer?
Infinity 8 Investments provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Infinity 8 Investments have?
Infinity 8 Investments has 1 investment adviser representative registered with state securities authorities, out of 1 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 Infinity 8 Investments invest in?
At the end of its last fiscal year, Infinity 8 Investments’ separately managed accounts held 71% exchange-traded equities, 13% cash and equivalents, 11% U.S. government and agency bonds, 2% investment grade corporate bonds, 2% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Infinity 8 Investments get paid?
Infinity 8 Investments 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 Infinity 8 Investments?
Infinity 8 Investments’ main office is at 10080 N Wolfe Road, Suite SW3-200, Cupertino, CA 95014. Its phone number is 408-501-8848. Its website is infinity8investments.com.