{
  "crd_number": 285765,
  "slug": "infusive-asset-management-inc-new-york-ny-285765",
  "primary_business_name": "INFUSIVE ASSET MANAGEMENT INC.",
  "legal_name": "INFUSIVE ASSET MANAGEMENT INC.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-02-08",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 295888631.0,
  "raum_discretionary": 295888631.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 0.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 295888631.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://infusive.com",
    "https://linkedin.com/company/infusive"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285765",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/infusive-asset-management-inc-new-york-ny-285765",
  "display_name": "Infusive Asset Management Inc.",
  "summary": "Infusive Asset Management Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Infusive Asset Management Inc. (CRD 285765): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Infusive Asset Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Infusive Asset Management Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Infusive Asset Management Inc. located?",
      "a": "Infusive Asset Management Inc.'s principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Infusive Asset Management Inc. registered with the SEC or a state?",
      "a": "Infusive Asset Management Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285765."
    },
    {
      "q": "How much does Infusive Asset Management Inc. manage?",
      "a": "Infusive Asset Management Inc. reports $295,888,631 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Infusive Asset Management Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Infusive Asset Management Inc.: Regulatory assets under management: $579,040,152 in the October 2021 data and $295,888,631 in the October 2026 data, down 49%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Infusive Asset Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); investment companies (1)."
    },
    {
      "q": "Does Infusive Asset Management Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285765"
    },
    {
      "q": "What changed in Infusive Asset Management Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 579040152.0,
      "total_employees": 9,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 412063576.0,
      "total_employees": 4,
      "filing_date": "2022-07-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 392277553.0,
      "total_employees": 4,
      "filing_date": "2023-05-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 357645017.0,
      "total_employees": 2,
      "filing_date": "2024-07-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 317495828.0,
      "total_employees": 2,
      "filing_date": "2025-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 295888631.0,
      "total_employees": 10,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Added an office in Sydney.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/infusive-asset-management-inc-new-york-ny-285765.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 295888631.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285765",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
