{"url":"https://nivawealth.com/firms/infrared-capital-partners-limited-161187","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/161187","regulatoryAum":14299554516,"crd":"161187","secFileNumber":"801-134515","legalName":"Infrared Capital Partners Limited","displayName":"Infrared Capital Partners Limited","website":null,"linkedinUrl":"https://www.linkedin.com/company/infrared-capital-partners-ltd/","founded":null,"organization":"corporation organized in United Kingdom","fiscalYearEnd":"December","headquarters":{"street":"Level 7, One Bartholomew Close, Barts Square","city":"London","state":"","stateName":"","country":"United Kingdom","postalCode":"EC1A 7BL"},"tradeNames":[],"registration":{"secApproved":"8 January 2026","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":148,"advisory":53,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"discretionary":14299554516,"discretionaryAccounts":40,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":98,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":39,"regulatoryAum":13961479516},{"label":"Other","clients":1,"regulatoryAum":338075000}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"HSBC Bank PLC","shortName":"HSBC Bank PLC","location":"London","smaAssets":338075000}],"custodyNote":"Infrared Capital Partners Limited has custody of $13.24B for 36 clients.","otherCustodians":[],"leadership":[{"name":"Joseph Hanlon","title":"Chief Compliance Officer","crd":"4863662"},{"name":"James Abbot","title":"Director, COO","crd":"8144547"},{"name":"Marie Dierickx","title":"Director","crd":"7822420"},{"name":"Edward Hunt","title":"Director","crd":"8063107"},{"name":"Giacomo Paris","title":"Director, CEO","crd":"4712300"}],"ownership":[{"label":"Infrared Capital Partners (holdco) Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since April 2011."},{"label":"Infrared Partners LLP","detail":"Indirect owner: a shareholder of Infrared Capital Partners (holdco) Limited in the 75% or more band and a control person, since April 2011.","parent":"Infrared Capital Partners (holdco) Limited"},{"label":"Infrared (uk) Holdco 2020 LTD","detail":"Indirect owner: a member of Infrared Partners LLP in the 75% or more band and a control person, since July 2020.","parent":"Infrared Partners LLP"},{"label":"Sun Life Global Investments Inc","detail":"Indirect owner: a sole shareholder of BK Canada Holdings Inc. in the 75% or more band and a control person, since June 2025.","parent":"BK Canada Holdings Inc."},{"label":"Sun Life Financial Inc","detail":"Indirect owner: a sole shareholder of Sun Life Global Investments Inc in the 75% or more band and a control person, since December 2004.","parent":"Sun Life Global Investments Inc"},{"label":"SLC Asset Management Ulc","detail":"Indirect owner: a shareholder of Infrared (uk) Holdco 2020 LTD in the 75% or more band and a control person, since June 2025.","parent":"Infrared (uk) Holdco 2020 LTD"},{"label":"SLC Mep (canada) Holdings Inc.","detail":"Indirect owner: a shareholder of SLC Asset Management Ulc in the 75% or more band and a control person, since June 2025.","parent":"SLC Asset Management Ulc"},{"label":"SLC Am Parent Inc.","detail":"Indirect owner: a shareholder of SLC Mep (canada) Holdings Inc. in the 75% or more band and a control person, since June 2025.","parent":"SLC Mep (canada) Holdings Inc."},{"label":"BK Canada Holdings Inc.","detail":"Indirect owner: a shareholder of SLC Am Parent Inc. in the 75% or more band and a control person, since June 2025.","parent":"SLC Am Parent Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"555 Washington Avenue","city":"Miami Beach"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"4402074841800","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":100}],"privateFunds":10},"sources":{"adv1FilingDate":"29 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/161187/PDF/161187.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Infrared Capital Partners Limited have?","answer":"Infrared Capital Partners Limited has 40 clients and manages $14.3 billion for them, as of May 2026. They include 39 pooled investment vehicles and 1 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Infrared Capital Partners Limited offer?","answer":"Infrared Capital Partners Limited 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Infrared Capital Partners Limited use?","answer":"Infrared Capital Partners Limited’s separately managed account assets are held at HSBC Bank PLC (London), with $338,075,000. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Infrared Capital Partners Limited have?","answer":"Infrared Capital Partners Limited has 0 investment adviser representatives registered with state securities authorities, out of 148 employees, and 53 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Infrared Capital Partners Limited invest in?","answer":"At the end of its last fiscal year, Infrared Capital Partners Limited’s separately managed accounts held 100% non-exchange-traded equities. It advises 10 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Infrared Capital Partners Limited?","answer":"Infrared Capital Partners Limited is owned through a chain of holding companies by Sun Life Financial Inc. Its direct owner is Infrared Capital Partners (holdco) Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 29 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Infrared Capital Partners Limited get paid?","answer":"Infrared Capital Partners Limited is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}