| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fi3 Capital Private Equity 2024, LP | Private Equity | $29.3M | $100K |
| Fi3 - Acp Fund 2022, LP | Private Equity | $7.6M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2021 |
| Ivan Douglas Hoffman Control | Managing Partner | Over 75% | 2012 |
| Matthew Joseph Simpson Control | Business Partner | 10-25% | 2017 |
Fi3 Financial Advisors, LLC reports $928.4 million in regulatory assets under management on its Form ADV.
Fi3 Financial Advisors, LLC manages 2 private funds with combined gross assets of $36.9 million.
Fi3 Financial Advisors, LLC reports 20 employees.
Fi3 Financial Advisors, LLC is based in Indianapolis, IN and has been SEC-registered since 2018.
Fi3 Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8900 Keystone Crossing, Suite 225, Indianapolis, IN 46240 |
| Phone | 317-426-8800 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $790.8M |
| Non-discretionary | $137.7M |
| Total (RAUM) | $928.4M |