Fincadia Advisors provides portfolio management for pooled vehicles. The firm advises 15 private funds.
Fincadia Advisors reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1B across 2 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $1B | 100.0% | $502M |
| Total | 2 | $1B | 100% | $502M |
- Clients
- 2
- Regulatory AUM
- $1B
- AUM share
- 100.0%
- Avg. per client
- $502M
Total
- Clients
- 2
- Regulatory AUM
- $1B
- AUM share
- 100%
- Avg. per client
- $502M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 15
Fincadia Advisors is paid through performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Donald Bianco owns 50% to 75% of Fincadia Advisors. The leadership team of Fincadia Advisors includes Chief Investment Officer Dwayne Samboy and Chief Compliance Officer Donald Bianco. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 broker-dealer reps
- Owns 50% to 75% of Fincadia Advisors LLC
Donald Bianco
Control person · since December 2022
- Owns 50% to 75% of Fincadia Advisors LLC
Joon Rhee
Control person · since October 2022
Besides its headquarters, Fincadia Advisors has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 425 Broadhollow Road, Suite 325, MelvilleHQ
Contact and registration details
- Legal name
- Fincadia Advisors LLC
- Headquarters
- 425 Broadhollow Road, Suite 325, Melville, NY 11747
- Website
- Not reported
- Phone
- 646-292-5001
- SEC file
- 801-135533
- Structure
- Delaware LLC
- Fiscal year end
- December
Fincadia Advisors has custody of client assets.
How many clients does Fincadia Advisors have?
Fincadia Advisors has 2 clients and manages $1 billion for them, as of March 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Fincadia Advisors offer?
Fincadia Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Fincadia Advisors have?
Fincadia Advisors has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Fincadia Advisors?
Fincadia Advisors’ direct owners are Donald Bianco (50% to 75%) and Joon Rhee (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Fincadia Advisors get paid?
Fincadia Advisors is paid through performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fincadia Advisors?
Fincadia Advisors’ main office is at 425 Broadhollow Road, Suite 325, Melville, NY 11747. Its phone number is 646-292-5001.