Allocator Index · CRD 168005

FI3 FINANCIAL ADVISORS, LLC

Indianapolis, IN · 317-426-8800 · linkedin.com/company/3486860

SEC IAPD record ↗

Fit score

76

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

183

Other individuals

63

HNW assets

$1.07B

Total AUM

$1.14B

Employees

21

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
FI3 - ACP FUND 2022, LPPrivate Equity Fund$6.0M
FI3 CAPITAL PRIVATE EQUITY 2024, LPOther Private Fund$5.4M
FI3 CAPITAL PRIVATE EQUITY 2025 LPPrivate Equity Fund$0