FINBACK INVESTMENT PARTNERS

RIASEC RegisteredEst. 2021
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$133M
Accounts
9
Employees
17
Advisory reps
8

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
310944
Registered since
August 2, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Finback Investment Partners is organized as an LLC and operates as a private equity fund manager focused on pooled investment vehicles. The adviser registered with the SEC in 2021 and serves an institutional client base. Its principal advisory activity is portfolio management for pooled funds, and it also acts as sponsor/GP and managing member of those vehicles. Compensation includes asset-based management fees alongside performance-based fees and other negotiated fee arrangements. The firm does not identify as an active ESG investor and is not set up as a capital allocator to external balance-sheet commitments.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • LISA WALKER

    Chief Compliance OfficerCRD 2279913

  • JUSTIN GRAND

    Chief Operating OfficerCRD 5816764

  • DANIEL MICHAEL

    Chief Financial OfficerCRD 6801114

Contacts

3 of 5
  • JOHN OLIVER

    Senior AdvisorCRD 4938716

  • JOHN BUSH

    Founding PartnerCRD 6361259

  • GEORGE HUBER

    Founding PartnerCRD 6318617

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1 Alhambra Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth