First Infrastructure Capital Advisors, LLC
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Overview
First Infrastructure Capital Advisors, LLC is a financial advisory firm located in Houston, Texas. First Infrastructure Capital Advisors, LLC has $1.7 billion in assets under management across seven accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). The company has a small group, including 2 financial advisors. First Infrastructure Capital Advisors, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, options and equities.
First Infrastructure Capital Advisors, LLC oversees most of its client assets on a discretionary basis. Discretionary management means that buy and sell judgments are made by an investment advisor without requiring the customer's approval. First Infrastructure Capital Advisors, LLC also administers one non-discretionary accounts totaling $107.3 million in assets. First Infrastructure Capital Advisors, LLC supervises about $240.4 million for each account. An average financial advisor at First Infrastructure Capital Advisors, LLC oversees around four client accounts, placing it among the most individualized financial advisor firms in the country.
The firm's main office is located at 2707 N Loop W, Houston, Texas 77008. The company is legally permitted to provide services to investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
First Infrastructure Capital Advisors, LLC by the Numbers
$1.7 billion
3
7
$240.4 million
Fee Structure
A financial advisor's fees largely are based on the type of financial services offered. Fees charged by the firm can be comprised of the following fee types: asset-based, fixed, performance-based or other. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with pooled investment vehicles and corporations. Out of its seven accounts, First Infrastructure Capital Advisors, LLC's biggest client group by number of accounts is pooled investment vehicles. About 14% of the company's clients are non-U.S. persons.
- 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
First Infrastructure Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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