# Fineberg Financial Management

Fineberg Financial Management is a RIA based in Seal Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Seal Beach, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1990
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** https://finebergfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/marah-fineberg

## Regulatory record

- **CRD number:** 322268
- **SEC file number:** 801-126608
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322268

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Enterprise Software
- Healthcare Services

## People

- Gerald Fineberg — Founder and Chief Investment Officer

## 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.

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Last updated: 2026-07-06T01:24:16.598Z

Canonical page: https://altss.com/profile/fineberg-financial-management-llc

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