FINITE MANAGEMENT, LLC
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
FINTRXOverview
Finite Management, LLC is a limited liability company that specializes in portfolio management for investment companies. Founded in 2021, the firm operates with a focus on institutional clients. It employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SOTHARA CHIN
Chief Compliance OfficerCRD 2063804
Contacts
2 of 2R KRETSCHMER
Portfolio ManagerCRD 2001535
ANTHONY CONROY
PresidentCRD 6018850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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