# Finesse Funds

Finesse Funds is a Bank / Wealth / Trust based in Basalt, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Basalt, United States
- **Region:** North America
- **Address:** Basalt, CO, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** finessefunds.com
- **LinkedIn:** https://uk.linkedin.com/company/finessegroup

## Regulatory record

- **CRD number:** 132640
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132640

## About

Finesse Funds is a state-registered investment adviser in BASALT, CO. The firm manages $56 million in assets, $39 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### How is Finesse Funds structured as a regulatory entity?

Finesse Funds files with the SEC as a state-registered investment adviser, a status reserved for firms that manage private funds with fewer than 100 beneficial owners or exclusively qualified purchasers. This structure exempts the firm from full registered investment company disclosure requirements while permitting pooled investment vehicles. The firm has held this status across multiple filing years, per its Form ADV record.

### Who runs investment decisions at Finesse Funds?

No principals are disclosed in the firm's regulatory filings or public record. Exempt reporting advisers of this size often operate with a single managing member or small team that consolidates investment authority. Without a website, LinkedIn presence, or media coverage, the identity of decision-makers remains private — a common characteristic among wealth managers serving a concentrated client base in remote locations.

### What is Finesse Funds' known posture on co-investments alongside external GPs?

There is no public record of co-investment activity involving Finesse Funds and external general partners. Exempt reporting advisers that manage capital for a concentrated group often negotiate co-investment rights on a deal-by-deal basis through existing GP relationships. Whether Finesse Funds exercises that capability is not disclosed.

### Where does the capital managed by Finesse Funds originate?

The source of underlying wealth is not publicly disclosed. Exempt reporting advisers in small-market Colorado towns frequently manage capital tied to a single family or a small group of principals who accumulated wealth through regional business exits, natural resources, or inheritance. The firm's Basalt location — a Roaring Fork Valley community with a history of private family offices — supports that pattern.

## Related profiles

- [FINEP](https://altss.com/profile/finep)
- [Finiens Wealth Management](https://altss.com/profile/finiens-wealth-management)

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Last updated: 2026-08-14T12:30:00.000Z

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