Finiat, LLC

Overview

Finiat, LLC is an institutional- focused registered investment adviser that provides portfolio management services to business and institutional clients. The firm is structured as a limited liability company with individual ownership and became SEC-registered in 2024. Its client base is institutional, and it reports being an active ESG investor. Fee arrangements include a percentage-of-AUM component, performance-based fees and other fee structures. The firm does not identify itself as a capital allocator and its advisory activity is centered on portfolio management for organizations rather than individual retail households.

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Location & Offices