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INFINITY PRIVATE WEALTH
Infinity Private Wealth is a state-registered investment adviser in Oklahoma City, Oklahoma. It has 2 employees and 1 investment adviser. The firm is based...
Overview
Infinity Private Wealth is a state-registered investment adviser in Oklahoma City, Oklahoma. It has 2 employees and 1 investment adviser. The firm is based in Oklahoma City.
General information
Firm type
Multi Family Office
Frequently asked questions
Who makes investment decisions at INFINITY PRIVATE WEALTH?
Investment decisions are made by the firm's investment committee, composed of senior partners and external advisors. The firm does not publicly name its principals, but the committee evaluates opportunities collectively.
How does INFINITY PRIVATE WEALTH source deals?
The firm relies on its network of family offices and advisors for proprietary deal flow, alongside relationships with private equity firms and investment banks. Co-investment opportunities are vetted before presenting to clients.
What asset classes does INFINITY PRIVATE WEALTH invest in?
The firm allocates across public equities, private equity, real estate, and fixed income. It has a preference for direct investments and co-investments in private companies with strong fundamentals.
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