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FINIAT

Business and Investment Profile

The FINIAT is a privately held investment adviser that advises $25.56mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FINIAT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 2.51 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 808 NORTH DONNELLY ST., MOUNT DORA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 7 employees comprised of 3 investment and 4 non-investment staff. The total number of Employees increased by 133.33% over the last 2-years.

Asset Profile

Their $25.56mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of Other Investment Advisers clients total $25.56mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Other Investment Advisers.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

FINIAT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: FINIAT

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Keywords: Finiat
Generated 2026-09-12T06:54:25.5925986.  © 2026 Convergence.