# Infusive Asset Management Inc.

> 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.

- CRD: 285765
- Filed as: INFUSIVE ASSET MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285765
- AdvisorCensus page: https://advisorcensus.com/firm/infusive-asset-management-inc-new-york-ny-285765

## Quick answers

**How is Infusive Asset Management Inc. compensated?**
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.

**Where is Infusive Asset Management Inc. located?**
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).

**Is Infusive Asset Management Inc. registered with the SEC or a state?**
Infusive Asset Management Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285765.

**How much does Infusive Asset Management Inc. manage?**
Infusive Asset Management Inc. reports $295,888,631 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Infusive Asset Management Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Infusive Asset Management Inc. serve?**
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).

**Does Infusive Asset Management Inc. report any disciplinary disclosures?**
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

**What changed in Infusive Asset Management Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $295,888,631
- Discretionary: $295,888,631
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $295,888,631 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 10 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Sydney

### Websites listed on Form ADV (Item 1.I)
- infusive.com
- LinkedIn @infusive

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $579,040,152 | 9 | March 19, 2021 |
| October 2022 | $412,063,576 | 4 | July 13, 2022 |
| October 2023 | $392,277,553 | 4 | May 5, 2023 |
| October 2024 | $357,645,017 | 2 | July 30, 2024 |
| October 2025 | $317,495,828 | 2 | July 24, 2025 |
| October 2026 | $295,888,631 | 10 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.

### December 2025
- Employees performing advisory functions went from 1 to 2.
- Added an office in Sydney.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Infusive Asset Management Inc. (CRD 285765): Form ADV filing data as of October 2026.