9AT: INFANGER INVESTMENT TECHNOLOGY, LLC

INFANGER INVESTMENT TECHNOLOGY, LLC

INFANGER INVESTMENT TECHNOLOGY, LLC

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 07/31/2000
ADV Location	MOUNTAIN VIEW, CA, United States
Contact Info	650 xxxxxxx
Websites

AUM^*	494,923,592 -18%
of that, discretionary	16,439,552 39%
Number of Employees	2 100%
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	19,796,944 -4%
% High Net Worth	33.33%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 930M 775M 620M 465M 310M 155M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Who we are Infanger Investment Technology, LLC (referred to as “we,” “our,” “us,” or “IIT”), has been registered as an investment advisor since July 2000. Our principals are Gerd Infanger, Managing Member and Members G. Leonard Baker, Jr. (Trustee, The Baker Revocable Trust), Giacomo A. Russo (both directly and through his ownership of Florence Ventures LLC), and John Kelley.
Services we offer Investment Management Services IIT provides advisory services for the management of (1) global asset allocation strategies that invest in balanced portfolios of equities from four world regions and fixed-income securities of various maturities and (2) regional equity strategies of investments in the U.S. and in the European Union markets. IIT employs purely quantitative investment techniques based on its proprietary quantitative and mathematical processes both for selecting assets and for constructing diversified portfolios.
Our clients are typically financial institutions; our strategies can be and are typically customized according to the requests of our clients. Customization includes the risk tolerance of a strategy, potential restrictions on the extent of holding certain asset classes, and the extent of protection against downside risk. Clients may impose restrictions on the investments made.
Software IIT provides software for equity portfolio management and for asset allocation. The software products are intended to be used by investment advisors and help manage portfolio

risk and portfolio risk-return characteristics. The software products do not, in themselves, provide investment advice, but are a risk management tool. The two software products are:  IITPortf™ is an advanced system for portfolio optimization and backtesting. The core problem optimizes a weighted combination of expected return and return variance, subject to a wide range of possible constraints on asset holdings and portfolio exposures to defined risk factors. The system handles long-short and leveraged portfolios, with due consideration of transaction costs and turnover. The risk (variance) model can be based on a fundamental factor model (imported or user-defined and estimated using provided tools), a statistical factor model, or a combination of the two.
 WealthiOR™ is a uniquely powerful tool for asset allocation that provides a truly dynamic portfolio optimization against a highly customizable specification of an investor’s financial situation and preferences. It computes an optimal initial allocation and a contingent allocation strategy over time that is a function of the attained account value and the time remaining in the investment horizon. The solution maximizes the expected utility of the account value stream, taking into account possible injections to and withdrawals from the account over time.
Assets under management As of December 31, 2023, we manage assets of $589.1 million on a non-discretionary basis and $11.9 million on a discretionary basis.