AUMdb
FA

Fincadia Advisors Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 338396 · SEC file 801-135533 · Melville, NY
☆ Save with Pro ADV data as of Mar 06, 2026
Regulatory AUM
$1.0B
Discretionary
$1.0B
Clients
2
Avg AUM / client
$502M
Accounts
2
Employees
3

AUM over time

$981M $1.0B
Feb 9, 2026 Mar 6, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 2 $1.0B 100.0%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/06/2026 4.02 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

  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have 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 06, 2026.

View current Form ADV (SEC/IAPD) ↗