A FIN MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$6.2B
Discretionary
$6.2B
100% of AUM
Avg account
$1B
Accounts
6
Employees
30
Advisory reps
3

Firm details

Headquarters
SUNNY ISLES BEACH, Florida
CRD number
315482
Registered since
August 25, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

A Fin Management LLC is a privately held limited liability company that operates as a private equity manager and adviser to pooled investment vehicles. The firm is SEC-registered (since 2021) and identifies its primary clients as institutional investors. It functions in sponsor and general partner capacities and serves as managing member for pooled vehicles, providing portfolio management for its private funds. Ownership is listed as individual, and the firm reports both a percentage-of-assets fee model and performance-based fees for its advisory arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • JARED KUSHNER

    Founder & CEOCRD 4220900

  • IAN BREKKE

    Chief Legal OfficerCRD 7483969

  • LAUREN KEY

    Chief Financial OfficerCRD 7483966

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SUNNY ISLES BEACH, FL

MIAMI DADE

Location

SUNNY ISLES BEACH, FL

Headquartered in SUNNY ISLES BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
16690 Collins Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth