Finalis Securities LLC
Private fund marketer or placement agent · 24 private funds on SEC Form ADV
Advisers' Form ADV filings name Finalis Securities LLC as marketer or placement agent to 22 and prime broker to 2 private funds, 24 funds in all. It ranks No. 171 of 775 marketers and placement agents by number of private funds served.
Rankings
Funds served, by type
- Venture capital funds9
- Private equity funds6
- Hedge funds5
- Real estate funds3
- Securitized asset funds1
Where its clients are
State of the funds' U.S. advisers.
- Massachusetts5
- Ohio4
- Florida3
- California3
- Texas2
- Colorado2
- Louisiana1
- Illinois1
Where the funds are organized
- United States22
- Cayman Islands2
Private funds that name Finalis Securities LLC (5 listed here)
19 more funds name Finalis Securities LLC: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Finalis Securities LLC
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.