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Finite Management
Finite Management, LLC is an SEC-registered investment adviser in Santa Monica, CA, registered since 2021. The firm manages approximately $3 million in...
Finite Management
Finite Management, LLC is an SEC-registered investment adviser in Santa Monica, CA, registered since 2021. The firm manages approximately $3 million in regulatory assets. It has 5 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
2014
Location
Region
North America
Country
United States
City
Santa Monica
Corporate office
New York, NY, United States
Principals
Michael Schwab
Founder & Chief Investment Officer
Charles Schwab
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Finite Management?
Michael Schwab, the founder and sole Chief Investment Officer, makes all investment decisions. There is no investment committee beyond him, and he personally leads diligence on both venture and credit transactions. The office does not employ external portfolio managers.
Does Finite Management participate in fund commitments or only direct deals?
Finite avoids blind-pool fund commitments entirely. The office executes direct equity investments in private companies and extends direct loans or participates in syndicated private credit facilities. There is no known allocation to third-party private equity, venture capital, or hedge funds as limited partner commitments.
Which sectors does Finite Management explicitly avoid?
Finite has not publicly disclosed formal exclusions, but its observable portfolio shows no exposure to energy, industrials, or life sciences. The focus remains tightly on enterprise software, fintech, and real estate credit.
What is Finite's known posture on co-investments alongside external GPs?
Finite will co-invest alongside venture capital firms and private credit platforms where Michael Schwab has direct sponsor relationships, but it does not commit capital through blind-pool vehicles. Co-investments are transaction-specific and negotiated directly with the lead investor.
What real estate strategies does Finite Management pursue?
Finite focuses on private credit within commercial real estate, primarily originating bridge loans and mezzanine debt for office, multifamily, and mixed-use properties. The firm targets primary U.S. markets and does not appear to acquire real estate directly as a principal equity owner.
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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