FINESSE FUNDS, LLC

FINESSE FUNDS, LLC of BASALT, CO is an SEC-registered investment adviser (CRD 132640). Regulatory assets under management: $55.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 132640
• Type: Registered investment adviser
• Location: 132 MIDLAND AVENUE, SUITE 3, BASALT, CO, 81621
• Phone: 970-927-1200
• Latest filing: 2026-07-22
• Regulatory AUM: $55.8M
• Discretionary AUM: $38.5M
• Non-discretionary AUM: $17.3M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132640 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search