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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-2023
- Office Locations
- 1
Office Locations
About Infinitespring
Infinite Spring Asset Management is an independent Pennsylvania-registered RIA delivering SMA portfolio management for clients seeking capital preservation and long-term appreciation. Founder/CIO Yunfei Zhou applies a value-investing, bottom-up fundamental research process emphasizing margin of safety, diversification, and disciplined rebalancing. Accounts are held at qualified custodians, including Charles Schwab & Co., and portfolios are often implemented with ETFs.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
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Owner & Executives
Yunfei Zhou
Chief Executive Officer, Chief Investment Officer
- CRD
- #7810560
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,408 | -- |
| Non-Discretionary | $0 | -- |
| Total | $187,408 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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