9AT: INFINEDI PARTNERS, LP

INFINEDI PARTNERS, LP

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INFINEDI PARTNERS, LP

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Infinedi Partners is a private equity firm focused on long-term partnerships with founder owned businesses and financial entrepreneurs. Based in New York, the firm was founded in March 2018 by Jay Hegenbart. Unlike many traditional private equity firms, Infinedi does not require business owners to relinquish control. Additional elements of flexibility include using less financial leverage and having investment durations longer than is typical. The firm’s approach is solution-based, working with business owners to create tailor-made private equity investments orientated to maximize effectiveness for all stakeholders. Infinedi’s investments have included both control and non-control structures. Its investors include a diverse group of prominent institutions and family offices who also represent many of the world's largest and most prominent private equity investors. Many of these institutions have known the principals for decades and have benefitted from their successful track record of investing. Infinedi is actively seeking new investment opportunities.

Revenue	$1.4 m
Headquarters	E 55th St, New York, 10022, New York, USA

Adviser Profile

Registration status

Registration Changed to INFINEDI PARTNERS, LP

As of Date	05/22/2019
Adviser Type - Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Number of Employees	1
of those in investment advisory functions	1

AUM^*	0
of that, discretionary	0
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1

2019

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Infinedi Partners, LP (“Infinedi” or the “Firm”), founded in 2018, provides investment advisory services to private pooled investment vehicles designed to make private equity investments between $25 million and $200 million in middle market companies primarily based in North America with (i) annual revenues between $25 million and $500 million and (ii) enterprise values between $75 million and $200 million within the following industries (the “Target Industries”):
• Knowledge Advancement
• Information Services
• Tech Enabled Services Infinedi and Infinedi Group LLC, which serves as Infinedi’s General Partner, are solely owned and controlled by Joseph Hegenbart who serves as CEO and Managing Partner. Infinedi is responsible for evaluating and monitoring private equity investments on behalf of certain pooled investment vehicles (“Private Funds”) and providing day-to-day managerial and administrative services to these private investments on behalf of the Private Funds. Infinedi sources, structures and negotiates potential investments,

monitors the performance of portfolio companies and advises the Private Funds as to the disposition of investments. Please refer to Item 8 for additional information about the investment process pursued by Infinedi and their associated risks. Infinedi may enter into co-investment arrangements with third parties (including, but not limited to, certain investors in the Private Funds investments). Infinedi has the right to enter into agreements, such as side letters, with any Private Funds investors (“Investors”), which provide terms of investment or access to information that are more favorable than the terms provided to other Investors of the same Private Funds. However, as of the date of filing, Infinedi has not engaged in any side letter arrangements and does not expect to enter into any side letters with Investors that restrict investment decisions. Infinedi does not participate in wrap fee programs. As of December 31, 2022 Infinedi managed $211,860,000 of Regulatory Assets Under Management, all of which is managed on a discretionary basis.