Fig Capital Management, Llc
- Regulatory AUM
- $283M
- Discretionary
- $283M
- Clients
- 3
- Avg AUM / client
- $94.3M
- Accounts
- 3
- Employees
- 0
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $283M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $190M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fig Capital Investments, Llc master | Other Private Fund | Delaware | $188M | 65 |
| Fig Real Estate Group, Lp | Real Estate Fund | Delaware | $2.3M | 4 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Beck, Rachel, Lynn | Chief Financial Officer | Feb 2013 (14y) | Less than 5% | |
| Fassnacht, Michael, Robert | Officer | Feb 2013 (14y) | Less than 5% | |
| Finch, John, Charles | Chief Executive Officer And Chief Compliance Officer | Feb 2013 (14y) | ≈ 56.25% – 100% via Finch Investment Group, Llc | |
| Miles, Donald, Taylor | Officer | Feb 2016 (11y) | Less than 5% | |
| Eichholz, Nathaniel | Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Finch Investment Group, Llc | Managing Member | Mar 2013 | A | 75% or more |
| Lph Consulting, Inc. | Member | Mar 2013 | B | ≈ 18.75% – 50% via Finch Investment Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Finch, John, Charles: 75% – 100% of Finch Investment Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Lph Consulting, Inc.: 25% – 50% of Finch Investment Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $190M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fig Capital Investments, Llc | Other Private Fund | $188M | $250K | 65 |
| Fig Real Estate Group, Lp | Real Estate Fund | $2.3M | $50.0K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.42 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗