Infinitespring
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$187,408
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$37,482
About
Infinite Spring Asset Management, LLC provides discretionary investment management through separately managed accounts to a mix of individuals, trusts, estates, charitable organizations and endowment funds. Like many peer advisers, it charges fees based on assets under management and recommends institutional custodial services (Schwab) for trade execution and custody.
The firm follows a conservative, value-oriented investment approach that emphasizes bottom-up fundamental analysis to estimate intrinsic value and select undervalued securities, with ongoing portfolio review and rebalancing. Portfolios are typically managed on a discretionary basis within client guidelines, and clients may impose investment restrictions or other limits on the mandate.
Notably, despite reporting roughly $187,408 in discretionary assets and serving five client accounts as of January 16, 2026, the firm expressly offers portfolio management to institutional clients (including endowments and charitable organizations) via separately managed accounts, a service less common among advisers of its scale. The firm retains proxy-voting authority for most client relationships, maintains a written code of ethics, recommends Schwab Institutional for custody and execution, and permits employee personal trading only with pre-approval to mitigate conflicts of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Fee options
$0 - $1,000,000: 1.50% over $1,000,000+: 1.20%
Main office location
Infinitespring
Doylestown PA, United States
Number of offices
1
Most active in
Infinitespring has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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