SourcingSourcing

INFINITY CREDIT ADVISORY, LLC

B51
CRD 331652·SEC 801-131084·ATLANTA, GA
AUM
$53.5M
$25M-$100M
Est. Revenue
$535K
@ 1% on AUM
Est. EBITDA
$161K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INFINITY CREDIT ADVISORY, LLC
CRD
331652
SEC file #
801-131084
EIN
992980413
DBA names
—

Economics

AUM
$53.5M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
infinityfunds/private-credit

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INFINITY PRIVATE CREDIT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
INFINITY PRIVATE CREDIT, LLC
EASTERLIN V, BENJAMIN, FRANKLIN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002073813
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-06-24
Edgar Last Filing Date
2025-06-24
Edgar Form D Count
1
Edgar Form D Offerings
2025-06-242025-06-24 · 0002073813-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
3280 PEACHTREE RD, NESUITE 2700ATLANTA, GA 30305
Business
3280 PEACHTREE RD, NESUITE 2700ATLANTA, GA 30305
Edgar EIN
992980413
Edgar Recent Filings
D2025-06-24 · 0002073813-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (7)

7
EASTERLIN V, BENJAMIN, FRANKLIN
Executive Officer · 2.5%
7930271
JARRELL, RICHARD, PHILLIPS
Executive Officer · 2.5%
2308746
JONES, GREGORY, BRIAN
Executive Officer · 2.5%
2653963
LAUBACH, DALY, RACHEL
Executive Officer · 2.5%
2988033
VALE, JEFFREY, J
Executive Officer · 2.5%
5125703
WILLIAMS, MILTON, LEA
Executive Officer · 2.5%
2868134
MARVIN HARRIS BARGE
Executive Officer · 2.5%
4866470