Asset ManagerRIA · CRD 108245SEC-Registered

Updated:

Financial Alternatives Inc.

Financial Alternatives Inc. is a New York-based alternative asset manager with undisclosed AUM and principals.

Financial Alternatives Inc.

FINANCIAL ALTERNATIVES, INC. is an SEC-registered investment adviser in LA JOLLA, CA, registered since 2000. The firm manages $615 million in assets, $607 million on a discretionary basis. It has 13 employees and 7 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

La Jolla

Corporate office

New York City, NY, United States

Frequently asked questions

Who runs investment decisions at Financial Alternatives Inc.?

The firm has not publicly identified its chief investment officer, CEO, or any investment committee members. No named principals are available in corporate filings or regulatory databases (per public record).

How does Financial Alternatives Inc. source proprietary deal flow?

The firm's sourcing model is not publicly documented. Without disclosed fund vehicles or named investment professionals, external observation of deal flow is impossible. Institutional allocators would need to request direct due-diligence materials.

Is Financial Alternatives Inc. structured as a fund manager or a family office?

The firm is legally structured as an asset manager based on its incorporation. No evidence suggests a family-office structure or affiliation with a single wealthy family. Its operations appear to target multiple outside institutional limited partners.

Does Financial Alternatives Inc. participate in fund commitments or only direct deals?

Public records do not clarify the firm's deployment methods. Likely, it uses both fund-of-funds and direct co-investment approaches common among alternative asset managers, but no specific structures have been disclosed.

What investment stages does Financial Alternatives Inc. typically target?

Without disclosed holdings or fund documentation, the target stage — from early-stage venture to growth equity or buyout — is unknown. No public filings detail stage preferences.

Which sectors does Financial Alternatives Inc. explicitly avoid?

Negative screening criteria are not part of the firm's public record. Its sector focus remains entirely unspecified.

Where does the underlying wealth come from?

The firm's capital sources are not publicly identified. It does not disclose whether its limited partners are institutional (pension funds, endowments, foundations) or high-net-worth individuals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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