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INFINITY 8 INVESTMENTS, LLC
CRD 152180File 801-136642
APPROVED
Retail clients
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$123.9M
Bottom 25% of cohort (national)
Discretionary AUM
$83.5M
Non-discretionary $40.5M
Clients
65
171 accounts
Employees
1
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 6, 2026
- Principal office
- 10080 N WOLFE ROAD, SUITE SW3-200, CUPERTINO, CA, 95014
- Phone
- 408-501-8848
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $123.9M
- Discretionary AUM
- $83.5M
- Non-discretionary AUM
- $40.5M
- Discretionary accounts
- 136
- Non-discretionary accounts
- 35
- Total accounts
- 171
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $115.5M |
| Individuals (other than high net worth individuals) | 24 | $8.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.