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 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
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 2
R 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
Similar firms
MB Blue Gp LLC
RIASanta Monica, CA
Dirigo Investment Advisors, LLC
RIASanta Monica, CA
Bancreek Capital Strategies, LLC
RIASanta Monica, CA
Svof/Mm, LLC
RIASanta Monica, CA
Harbor Road Capital Management LLC
RIASanta Monica, CA
Mcdonald Hartman Wealth Advisors
RIASanta Monica, CA