Inferent Capital, LLC is a large advisory firm based in New York. It manages $279 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018.
Inferent Capital provides portfolio management for pooled investment vehicles and provide advice to separately managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Inferent Capital, LLC is $279 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 793% since the beginning of its operation, and $9 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Inferent Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Inferent Capital is pooled investment vehicles with 4 clients and $255 million of assets under management. Among the 13 most similar advisory firms, Inferent Capital has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $255 million for 4 clients. 50% of the firm’s clients are foreign persons or businesses.
Inferent Capital also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $35,000,000 to $50,000,000.
The company employs 8 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Inferent Capital, LLC performs its advisory services is located at 142 W 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-205-6200. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at inferentcapital.com.