Data / Investment advisers / New York / Fincadia Advisors LLC
Fincadia Advisors LLC, Melville, NY: $1 billion AUM, SEC registered investment adviser
Fincadia Advisors LLC is an SEC registered investment adviser with its main office in Melville, New York and reports $1 billion in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include pooled investment vehicles. It is paid through performance based fees. It advises 15 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 338396
- SEC file number
- 801-135533
- SEC status
- Approved, effective March 11, 2026
- Main office
- 425 Broadhollow Road Suite 325, Melville, NY 11747
- Phone
- (646) 292-5001
- Regulatory AUM
- $1,003,630,329 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $1,003,630,329
- Accounts
- 2
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- performance based fees
- Private funds
- 15: 15 private equity funds
- Gross assets of private funds
- $1,003,630,329
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $1.00 billion |
Other advisers in Melville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Wealth Alliance, LLC | Melville | $2.10 billion | Not listed | adviserinfo.sec.gov |
| J.J. Burns & Company | Melville | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Frisch Financial Group, Inc. | Melville | $931.6 million | Not listed | adviserinfo.sec.gov |
| Compass Advisors | Melville | $767.5 million | Not listed | adviserinfo.sec.gov |
| Landmark Wealth Management, LLC | Melville | $442 million | Not listed | adviserinfo.sec.gov |
| Prospect Financial Services LLC | Melville | $431 million | Not listed | adviserinfo.sec.gov |
| Lantern Wealth Advisors, LLC | Melville | $319.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Melville, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Fincadia Advisors LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.