FINIAT, LLC

Overview

Finiat, LLC is an SEC-registered investment adviser formed as a limited liability company in 2024 that directs portfolio management for institutional clients. The firm reports an institutional client base and operates primarily in a non‑discretionary advisory capacity, delivering advice and model allocations rather than broad discretionary management. Fee arrangements include a percentage of assets under management plus performance‑based fees and other fee structures, which aligns with the firm’s use of active strategies and alternative allocations. Investment preferences skew toward equities — both single‑name stocks and exchange‑traded funds — with active ESG considerations flagged in the firm’s filing. In addition to listed markets, Finiat incorporates a range of third‑party alternative managers covering private equity, venture capital, hedge funds, managed futures and digital currency. That mix indicates a multi‑strategy approach intended to combine equity exposure with illiquid and opportunistic allocations for return enhancement and diversification.

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