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Fineberg Financial Management
FINEBERG FINANCIAL MANAGEMENT LLC is an SEC-registered investment adviser in SEAL BEACH, CA. The firm manages approximately $40 million in regulatory assets.
Fineberg Financial Management
FINEBERG FINANCIAL MANAGEMENT LLC is an SEC-registered investment adviser in SEAL BEACH, CA. The firm manages approximately $40 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
RIA
Year founded
1990
Location
Region
North America
Country
United States
City
Seal Beach
Corporate office
Boston, MA, United States
Principals
Gerald Fineberg
Founder and Chief Investment Officer
Sector focus
Frequently asked questions
Does Fineberg Financial Management participate in fund commitments or only direct deals?
The firm allocates to both direct investments and external fund commitments. Its direct activity centers on real estate and private credit, while it accesses venture capital, growth equity, and certain hedge strategies through fund investments, based on its pattern of limited partner participations in SEC-filed fundraises.
What investment stages does the firm typically target?
For fund commitments, Fineberg has participated in venture and growth-stage vehicles. On the direct side, the firm targets cash-flowing real estate assets and middle-market private credit opportunities, avoiding seed-stage operating company risk in its direct book.
Which sectors does the firm explicitly avoid?
Fineberg shows no public interest in energy exploration, commodities trading, or emerging-market sovereign debt. The office does not engage in activist public-equity campaigns or SPAC sponsorship, based on its consistent positioning as a concentrated, multi-asset allocator without operational engagement in portfolio companies.
Profile maintained by Altss 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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