FINQ AI
FINQ AI LLC Legal Name
Adviser information for FINQ AI last updated from Form ADV on October 10th, 2023. 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 | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| 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 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMSubscription fees |
Identifiers
| SEC RIA File Number | 801-128591 |
|---|---|
| SEC ERA File Number | 801-128591 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326858 |
| Legal Entity Identifier | None |
Principal Office
42 MONTEFIORE STREETTEL AVIV
Israel
Monday - Friday, 8 AM TO 5 PM
Tel: +972 508258824, Fax: None
Chief Compliance Officer
ELDAD TAMIR
CHIEF EXECUTIVE OFFICER
42 MONTEFIORE STREET
TEL AVIV
Israel
Tel:
+972 508258824
Regulatory Contact
J. STEVEN PARKER
2987 CLAIRMONT RD.
SUITE 200
ATLANTA
GA
United States
Tel:
404 490 4060
J*******@**********M
(Full email address available in API data)
Industry Affiliates
| BANK ESH ISRAEL | Banking or thrift institution |
| FINK INVESTMENT MANAGEMENT | Other investment adviser, including financial planners |
| FINK MANAGEMENT | Insurance company or agencyPension consultant |
| TAMIR FISHMAN INVESTMENTS AND FINANCE MANAGEMENT | Other investment adviser, including financial planners |
| TAMIR FISHMAN MUTUAL FUNDS | Sponsor, GP, manager of pooled investment vehicles |
| TAMIR FISHMAN PENSION INSURANCE AGENCY | Insurance company or agencyPension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FINQ DIGITAL, LTD | Foreign Entity | – | MANAGING MEMBER | 04/2023 | > 75% |
| TAMIR, ELDAD | Individual | FINQ DIGITAL, LTD | CHIEF EXECUTIVE OFFICER | 09/2022 | 25-50% |
| TAMIR, ELDAD | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |