American Infrastructure Funds, LLC
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Overview
American Infrastructure Funds, LLC is a financial advisor firm headquartered in San Mateo, California. American Infrastructure Funds, LLC administers $1.3 billion in assets under management over 14 accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 7 financial advisors. American Infrastructure Funds, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like options, bonds and stocks.
American Infrastructure Funds, LLC administers all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without requiring client permission. The investment advisory firm's average account size is $92.5 million. An average advisor at American Infrastructure Funds, LLC manages about two client accounts, placing it among the most individualized financial advisor firms in the country.
American Infrastructure Funds, LLC's central office is located at 950 Tower Lane, San Mateo, California 94404. It is allowed to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
American Infrastructure Funds, LLC by the Numbers
$1.3 billion
10
14
$92.5 million
Fee Structure
Financial management fees usually are based on which service is provided. Fee types billed by American Infrastructure Funds, LLC can be comprised of some blend of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
American Infrastructure Funds, LLC works with pooled investment vehicles. Out of its 14 clients, American Infrastructure Funds, LLC's biggest client group is pooled investment vehicles. About 14% of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
American Infrastructure Funds, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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