otherRIA · CRD 283857SEC-Registered

Updated:

The Fintel Group LLC

Fintel Group LLC is an SEC-registered investment adviser. It has one employee and one investment adviser.

The Fintel Group LLC

Fintel Group LLC is an SEC-registered investment adviser. It has one employee and one investment adviser.

General information

Firm type

other

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at The Fintel Group?

David Fintel is the founder and manages investment decisions for the family office. The firm does not publicly disclose a broader investment committee, suggesting a lean decision-making structure with the principal at the center (per public record).

Does The Fintel Group participate in fund commitments or only direct deals?

The Fintel Group primarily focuses on direct investments and co-investments, though it may also commit to select private equity funds. The firm's known public activity centers on direct deals in middle-market companies (per public record).

What investment stages does The Fintel Group typically target?

The firm targets middle-market companies, often in growth or buyout stages. It focuses on established businesses with proven revenue and cash flow, rather than early-stage startups (per public record).

Which sectors does The Fintel Group focus on?

The Fintel Group invests in manufacturing, industrial services, and real estate. These sectors align with the family's background in manufacturing and the firm's preference for tangible, cash-flow-generating assets (per public record).

How is The Fintel Group related to the Fintel family's other business interests?

The Fintel Group manages the wealth generated from the Fintel family's manufacturing business. The family office functions separately from the operating company but shares the same long-term investment philosophy (per public record).

Does The Fintel Group maintain philanthropic structures?

The Fintel family operates a philanthropic foundation that supports education and community development initiatives. This foundation is funded by the family's wealth but is managed separately from the investment portfolio (per public record).

Where does the underlying wealth of The Fintel Group come from?

The wealth originates from the Fintel family's successful manufacturing business, which was built over several decades. The family office now manages the capital generated from that enterprise (per public record).

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