Infinity 8 Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cupertino, CA. Its latest Form ADV filing, dated August 17, 2026, reports $124M in regulatory assets under management, 1 employee, 1 office, and 171 accounts.
Assets Under Management
$124M
Employees
1
Offices
1 office
Total Clients
65
Primary office
CUPERTINO, CA
10080 N WOLFE ROAD, SUITE SW3-200, CUPERTINO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.1% of total clients.
Top client categories% of clientsClients
1
HNWI
63.1%
41
2
Individuals
36.9%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of August 17, 2026
Discretionary67.4%
$83M
67% of total RAUM67.4%
Non-discretionary32.6%
$40M
33% of total RAUM32.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$124M
Total Accounts171
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee65:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.