Infinedi Partners, Lp
- Regulatory AUM
- $577M
- Discretionary
- $577M
- Clients
- 5
- Avg AUM / client
- $115M
- Accounts
- 5
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $577M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $250M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Phoenix Holdings Jv, Llc | Private Equity Fund | New York | $80.8M | 4 |
| Capone Holdings Jv, Llc | Private Equity Fund | New York | $80.7M | 8 |
| Hometown Holdings Jv, Llc | Private Equity Fund | New York | $48.5M | 10 |
| Phoenix Holdings Jv 2, Llc | Private Equity Fund | New York | $28.9M | 2 |
| Hometown Holdings Jv 2, Llc | Private Equity Fund | New York | $10.8M | 6 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hegenbart, Joseph, John | Managing Partner / Limited Partner / Chief Compliance Officer | May 2018 (8y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Infinedi Group, Llc | General Partner | May 2018 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $250M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Phoenix Holdings Jv, Llc | Private Equity Fund | $80.8M | $0 | 4 |
| Capone Holdings Jv, Llc | Private Equity Fund | $80.7M | $0 | 8 |
| Hometown Holdings Jv, Llc | Private Equity Fund | $48.5M | $0 | 10 |
| Phoenix Holdings Jv 2, Llc | Private Equity Fund | $28.9M | $0 | 2 |
| Hometown Holdings Jv 2, Llc | Private Equity Fund | $10.8M | $0 | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 2.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • TRANSACTION FEES/MANAGEMENT FEES FROM PORTFOLIO COMPANIES
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗