$123.9M Total AUM
$83.5M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 01-20-2010
- Office Locations
- 1
Office Locations
10080 N Wolfe Road Suite SW3-200 Cupertino CA
About Infinity 8 Investments, LLC
Infinity 8 Investments, LLC is a Cupertino, CA fee-based RIA providing discretionary investment management and goal-based financial planning, with a client focus that includes business owners and entrepreneurs. Portfolios are primarily ETF-driven, complemented by cash and fixed-income exposures, and can be custodied at firms such as Schwab and Fidelity/NFS.
Team overview
53 AVG AGE
$123.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Vertex legacy Meridian Vector
Client Personas
Beacon wave Unison
Custodian
Signal
Investment Themes
Pathway beacon Atlas
Investment Vehicles
Insight Peak vertex
Services
Atlas Foundation summit
Technology
Alpha quantum
Owner & Executives
SEAN KATSUHIKO AKIYAMA
Chief Compliance Officer, Managing Member
- CRD
- #2425895
- Ownership
- 75% or more
(829) 464-4950
meridian.value@vertexcapital.com
in linkedin.com/in/legacy-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,481,819 | -- |
| Non-Discretionary | $40,455,468 | -- |
| Total | $123,937,287 | -- |
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Separately Managed Accounts
Total SMA Asset: $123,937,287
Equity - Exchange:
16.0% Cash:
19.3% U.S. Government/Agency:
11.2% Corporate - Investment Grade:
30.3% Public Funds:
8.0% Municipal Bonds:
15.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $930,868,741 | 16.0% |
| Cash | $1,122,860,418 | 19.3% |
| U.S. Government/Agency | $651,608,118 | 11.2% |
| Corporate - Investment Grade | $1,762,832,678 | 30.3% |
| Public Funds | $465,434,370 | 8.0% |
| Municipal Bonds | $884,325,304 | 15.2% |
| Total | $5,817,929,629 | 100.0% |