Private fund adviser · Coral Gables, FL
Finback Investment Partners
Finback Investment Partners, LLC · SEC-registered investment adviser · CRD 310944 · SEC 801-121929
At a glance
Finback Investment Partners is an SEC-registered investment adviser based in Coral Gables, Florida, with $1.2 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,140th of 4,686 private fund advisers and 4,863rd of 17,210 SEC-registered advisers by assets.
Main office 305-416-2626finbackpartners.comAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among private fund advisers
- #2,140 of 4,686
- Rank among all SEC RIAs
- #4,863 of 17,210
- Rank in Florida
- #241 of 1,090
- Clients
- 9
- Accounts
- 9
- Discretionary
- 100% of AUM
- Employees
- 17
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- John E. BushChairman and Managing Partner
- George B. HuberManaging Partner
- John L. OliverManaging Partner
- John E. BushManaging Partner
- Anthony M. ZirilleGeneral Counsel
- Daniel J. MichaelChief Financial Officer
- Lisa A. WalkerChief Compliance Officer
- Justin GrandChief Operating Officer
Custody and brokerage
Custodian
Finback Investment Partners’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Finback Investment Partners is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 9 | $1.2B | 100% |
Private funds
Finback Investment Partners reports 11 private funds with $860M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Finback Investment Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗finbackpartners.com ↗
AtlasMembers
The full record on Finback Investment Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 2,098 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Finback Investment Partners manage?
Finback Investment Partners reports $1.2 billion in regulatory assets under management across 9 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Finback Investment Partners?
Finback Investment Partners is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Finback Investment Partners’s clients?
By assets, its largest client types are pooled investment vehicles ($1.2 billion, 9 clients).
Does Finback Investment Partners manage private funds?
Yes. It reports 11 private funds with $860 million in gross assets, including private equity funds.
Does Finback Investment Partners have any disciplinary history?
Finback Investment Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Finback Investment Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →