# Finback Investment Partners

> Finback Investment Partners is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 310944
- Filed as: FINBACK INVESTMENT PARTNERS
- Legal name: Finback Investment Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310944
- AdvisorCensus page: https://advisorcensus.com/firm/finback-investment-partners-coral-gables-fl-310944

## Quick answers

**How is Finback Investment Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Finback Investment Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Finback Investment Partners located?**
Finback Investment Partners' principal office is in Coral Gables, FL, according to its Form ADV.

**Is Finback Investment Partners registered with the SEC or a state?**
Finback Investment Partners is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 310944.

**How much does Finback Investment Partners manage?**
Finback Investment Partners reports $1,195,866,917 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Finback Investment Partners' assets and staff changed since 2021?**
In the Form ADV data for Finback Investment Partners: Regulatory assets under management: $325,668,958 in the October 2021 data and $1,195,866,917 in the October 2026 data, up 267%. Total employees: 10 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Finback Investment Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Finback Investment Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310944

**What changed in Finback Investment Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,024,177,922 to $1,195,866,917 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,195,866,917
- Discretionary: $1,195,866,917
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $1,195,866,917 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 17 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- finbackpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $325,668,958 | 10 | August 18, 2021 |
| October 2022 | $519,448,431 | 11 | March 30, 2022 |
| October 2023 | $545,545,663 | 11 | March 30, 2023 |
| October 2024 | $818,405,768 | 15 | July 31, 2024 |
| October 2025 | $1,024,177,922 | 17 | March 31, 2025 |
| October 2026 | $1,195,866,917 | 17 | March 31, 2026 |

Regulatory assets under management: $325,668,958 in the October 2021 data and $1,195,866,917 in the October 2026 data, up 267%.
Total employees: 10 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,024,177,922 to $1,195,866,917 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finback Investment Partners (CRD 310944): Form ADV filing data as of October 2026.