Phinity Capital LLC (Fort Lee)

Phinity Capital LLC is a large advisory firm based in Fort Lee. It manages $522 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New Jersey.

Phinity Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Phinity Capital: assets under management

The assets under management (AUM) of Phinity Capital LLC is $522 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $522 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $261 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Phinity Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Phinity Capital LLC

Anthony Nunzio Armenio joined the executive team most recently as the Chief Compliance Officer & Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Nunzio Armenio	Chief compliance officer & chief financial officer	1 Apr 2004	Other	5060095
Nathan David Felman	Chief executive officer/managing member	1 Apr 2004	75% - 100%	1693630

Based in Fort Lee

The principal office where Phinity Capital LLC performs its advisory services is located at 400 Kelby Street, Fort Lee, NJ 07024, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.