Finite Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$3M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
Santa Monica, California
CRD number
314875
Registered since
October 25, 2021
Website
finite.io
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Finite Management, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and registered in 2021. The firm serves an institutional client base and focuses on portfolio management for investment companies. Ownership is split between a domestic entity and an individual. Its advisory fees are charged as a percentage of assets under management. Filings indicate the firm is not positioned as a capital allocator, does not mark itself as an active ESG investor, and does not operate as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Sothara Chin

    Chief Compliance OfficerCRD 2063804

Contacts

2 of 2
  • R Kretschmer

    R Kretschmer

    Portfolio ManagerCRD 2001535

  • Anthony Conroy

    PresidentCRD 6018850

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Monica, CA

Los Angeles

Location

Santa Monica, CA

Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
401 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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