|
⚲
|
| Finback Investment Partners LLC
✚
| |
|---|---|
| CRD # | 310944 |
| SEC # | 801-121929 |
| CIK # | |
| AUM | $818.4 MM (2024-07-31) |
| Employees | 15 (27% Investors, 7% Brokers) |
| Phone | 305-416-2626 |
| Address | One Alhambra Plaza Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Finback Investment Partners 2024 Fund LP | [2024-03-27] | 0.0 | 226.1 |
| PE | Finback ISCP LP | [2023-03-30] | 0.0 | 71.5 |
| PE | Finback Investment Partners 2021 Fund LP | [2022-03-30] | 0.0 | 429.7 |
| PE | Finback Evolv II LLC | [2021-03-31] | 0.0 | 0.0 |
| PE | Finback GPO LP | [2021-03-31] | 0.0 | 60.4 |
| PE | Finback Pace LP | [2021-03-31] | 20.0 | 19.5 |
| PE | Finback Seniorlink LP | [2021-03-31] | 25.0 | 65.3 |
| PE | KB4 Indiana LLC | 2021-03-31 | 5.7 | |
| PE | Finback AP LP | [2020-09-17] | 20.0 | 7.0 |
| PE | Finback Evolv LLC | 2020-09-17 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 818.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 818.4 |
| By Discretionary | ||
| Discretionary | 7 | 818.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 818.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 818.4 | |
| Total | 7 | 818.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| George Huber | 23 | |||
| John Bush | 54 | |||
| Jack Oliver | 15 | |||
| John Bush Jr | 13 | |||
| Anthony Zirille | 10 | |||
| Justin Grand | 9 | |||
| Steve Lessing | 9 | |||
| Dan Michael | 8 | |||
| Finback Investment Partners LLC | 4 | |||
| Daniel Michael | 3 | |||
| View All | ||||
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