F
CRD: 132640
Finesse Funds, LLC
Basalt, CO, 81621
9709271200
$55.8M Total AUM
$38.5M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-22-2005
- Office Locations
- 1
Office Locations
132 Midland Avenue Suite 3 Basalt CO
About Finesse Funds, LLC
Finesse Funds, LLC is a Basalt-based RIA. The firm has been operating for 21 years. Managing $55.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include 529 Plans, Asset Management, Financial Planning.
Team overview
-- AVG AGE
$55.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Investment Themes
Harbor capital Legacy
Investment Vehicles
Peak
Services
Value Element Wave ember Summit wave
Owner & Executives
E
Eli LaVaude
CHIEF OPERATING OFFICER
- CRD
- #8256268
- Ownership
- Less than 5%
(406) 370-7085
fusion.wave@quantumcapital.com
in linkedin.com/in/catalyst-summit
K
KENNETH BALLARD RANSFORD
President
- CRD
- #4886970
- Ownership
- Less than 5%
(924) 212-5717
atlas.alpha@primecapital.com
in linkedin.com/in/beacon-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,508,833 | -- |
| Non-Discretionary | $17,287,770 | -- |
| Total | $55,796,603 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,796,603
Public Funds:
54.4% Equity - Exchange:
45.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,199,226,911 | 54.4% |
| Equity - Exchange | $2,681,704,911 | 45.6% |
| Total | $5,880,931,822 | 100.0% |