Finvest
Finvest is an SEC-registered mass-market adviser in San Francisco, CA with $4.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Finvest: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329172, SEC 801-129242, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $4.1M (2026-06-04)
- Firm type
- Mass-Market Adviser
- Location
- San Francisco, CA
- Employees
- 4
- Clients
- 1,898
- CRD
- 329172
- Ownership
- SAHU, ARNAV; Bharuka, Shivam
How much AUM does Finvest have?
Finvest reported $4.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Finvest?
Disclosed owners and executives of Finvest include SAHU, ARNAV, Bharuka, Shivam. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.