Updated:
Fineberg Wealth Management
Fineberg Wealth Management, LLC is an SEC-registered investment adviser with approximately $11 million in regulatory assets under management.
Fineberg Wealth Management
Fineberg Wealth Management, LLC is an SEC-registered investment adviser with approximately $11 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Fineberg Wealth Management?
The specific names and roles of the firm's investment professionals are not publicly disclosed. The firm operates as a registered investment advisor and likely maintains an investment committee, but no individual principals are named in public records.
Is Fineberg Wealth Management structured as a single family office or a multi-family office?
The firm describes itself as a multi-family office serving more than one wealthy family. Its RIA registration suggests it operates under the regulatory framework of an asset manager, but with the service scope of a family office.
What investment stages does Fineberg Wealth Management target?
The firm's investment approach is multi-asset and customized per client mandate, not stage-specific. It does not operate a dedicated venture capital or private equity fund; instead, it allocates across public and private markets based on each family's risk profile.
Does Fineberg Wealth Management participate in fund commitments or only direct deals?
The firm's investment vehicles are not publicly detailed. As a multi-family office RIA, it likely uses a combination of separately managed accounts, pooled funds, and direct investments opportunistically, but no specific fund commitments or direct deals have been disclosed.
Where does the underlying wealth come from for Fineberg Wealth Management's clients?
The source of client wealth is not publicly shared by the firm. Typical multi-family offices serve families whose wealth originated from entrepreneurial ventures, inherited assets, or corporate liquidity events, but specific origins are confidential.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: