FINGAGE ADVISORS LLC

Adviser information for FINGAGE ADVISORS LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5 $682,647
Non-Discretionary 1 $1.1M
Total 6 $1.8M

Clients

Type Number RAUM
Individuals 6 $1.8M
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-107460
SEC ERA File Number 801-107460
SEC CIK Numbers None
SEC CRD Numbers 283340
Legal Entity Identifier None

Principal Office

1122 CLAY STREET
SAN FRANCISCO
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 262-346-4243, Fax: None

Chief Compliance Officer

SAMER HABL
PRESIDENT
1122 CLAY STREET
SAN FRANCISCO
CA
United States
Tel: 415-425-5356
(Full email address available in API data)

Regulatory Contact

SAMER HABL
PRESIDENT
1122 CLAY STREET
SAN FRANCISCO
CA
United States
Tel: 415-425-5356
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FINGAGE HOLDINGS INC. Domestic Entity MANAGING MEMBER, PARENT ENTITY 02/2016 > 75%
HABL, SAMER Individual CCO 02/2016 < 5%
HABL, SAMER Individual FINGAGE HOLDINGS INC. SHAREHOLDER 02/2016 > 75%

No. Employees, Historic

10502020202120222023202420253 on 3/19/20203 on 10/14/20203 on 3/29/20213 on 3/31/20221 on 3/31/20231 on 3/20/2024

RAUM, Historic

20M10M020202021202220232024202514847002 on 3/19/202014847002 on 10/14/202015909065 on 3/29/202119013350 on 3/31/20221189374 on 3/31/20231782812 on 3/20/2024

No. Clients, Historic

9045020202021202220232024202561 on 3/19/202061 on 10/14/202081 on 3/29/202160 on 3/31/20226 on 3/31/20236 on 3/20/2024