Finback Investment Partners, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 9
- Avg AUM / client
- $133M
- Accounts
- 9
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $1.2B | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $880M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Finback Investment Partners 2021 Fund, Lp | Private Equity Fund | Delaware | $430M | 224 |
| Finback Investment Partners 2024 Fund, Lp | Private Equity Fund | Delaware | $226M | 173 |
| Finback Iscp, Lp | Private Equity Fund | Delaware | $71.5M | 55 |
| Finback Seniorlink, Lp | Private Equity Fund | Delaware | $65.3M | 74 |
| Finback Gpo, Lp | Private Equity Fund | Delaware | $60.4M | 57 |
| Finback Pace, Lp | Private Equity Fund | Delaware | $19.5M | 21 |
| Finback Ap, Lp | Private Equity Fund | Delaware | $7.0M | 81 |
| Finback Evolv Ii, Llc | Private Equity Fund | Delaware | $0 | 61 |
| Finback Evolv, Llc | Private Equity Fund | Delaware | $0 | 65 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bush, John, Ellis | Chairman And Managing Partner | Jan 2020 (7y) | Less than 5% | |
| Bush, John, Ellis | Manager | Jan 2020 (7y) | ≈ 6.25% – 25% via Guacamole Finback Partners, Llc | |
| Huber, George, Barlow | Managing Partner | Jan 2020 (7y) | ≈ 7.5% – 25% via Eig Finback, Llc | |
| Lessing, Stephen, Marion | Managing Member | Jan 2020 (7y) | ≈ 7.5% – 25% via Jupiter Island, Llc | |
| Michael, Daniel, Joseph | Chief Financial Officer | Jan 2020 (7y) | Less than 5% | |
| Oliver, John, Leachman | Managing Partner | Jan 2020 (7y) | ≈ 7.5% – 25% via The Oliver Group, Llc | |
| Zirille, Anthony, Michael | General Counsel | Jan 2020 (7y) | Less than 5% | |
| Walker, Lisa, Ann | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Guacamole Finback Partners, Llc | Member Of Finback Investment Partners, Llc | Jan 2020 | A | 25% – 50% |
| The Oliver Group, Llc | Member Of Finback Investment Partners, Llc | Jan 2020 | A | 10% – 25% |
| Eig Finback, Llc | Member Of Finback Investment Partners, Llc | Jan 2020 | A | 10% – 25% |
| Jupiter Island, Llc | Member Of Finback Investment Partners, Llc | Jan 2020 | A | 10% – 25% |
| Angelo Family Limited Partnership | Member | Jan 2020 | B | ≈ 12.5% – 37.5% via Guacamole Finback Partners, Llc |
| Santa Maria Holdings Llc | Member | Jan 2020 | B | ≈ 6.25% – 25% via Guacamole Finback Partners, Llc |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bush, John, Ellis: 25% – 50% of Guacamole Finback Partners, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Huber, George, Barlow: 75% – 100% of Eig Finback, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Lessing, Stephen, Marion: 75% – 100% of Jupiter Island, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Oliver, John, Leachman: 75% – 100% of The Oliver Group, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Angelo Family Limited Partnership: 50% – 75% of Guacamole Finback Partners, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Santa Maria Holdings Llc: 25% – 50% of Guacamole Finback Partners, Llc × 25% – 50% direct ≈ 6.25% – 25% 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 (9, $880M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Finback Investment Partners 2021 Fund, Lp | Private Equity Fund | $430M | $25.0K | 224 |
| Finback Investment Partners 2024 Fund, Lp | Private Equity Fund | $226M | $0 | 173 |
| Finback Iscp, Lp | Private Equity Fund | $71.5M | $25.0K | 55 |
| Finback Seniorlink, Lp | Private Equity Fund | $65.3M | $25.0K | 74 |
| Finback Gpo, Lp | Private Equity Fund | $60.4M | $25.0K | 57 |
| Finback Pace, Lp | Private Equity Fund | $19.5M | $0 | 21 |
| Finback Ap, Lp | Private Equity Fund | $7.0M | $50.0K | 81 |
| Finback Evolv Ii, Llc | Private Equity Fund | $0 | $5.0K | 61 |
| Finback Evolv, Llc | Private Equity Fund | $0 | $10.0K | 65 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.55 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
- • Other fees
- • BOARD, ORIGINATION, BUSINESS DEVELOPMENT AND MONITORING 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗