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RIA / WealthPrivate fundprivate equity fund3(c)(1)

FINANCIAL INSTITUTION PARTNERS, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b249f317-b375-b956-c7e0-ad9d1a4757df

Data as of Jan 31, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Feb 28, 2022 to Jan 31, 2024
3 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Financial Institution Partners, LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Fund type: Private Equity Fund
Latest reported GAV: $39.9Mgross asset value on Schedule D 7.B(1), as of 2024-01-31; never fund size
Peak reported GAV: $39.9M
Beneficial owners: 25
Minimum investment: $100,000
Owned by the adviser: 400%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Delaware, United States
First reported: Feb 28, 2022
Last reported: Jan 31, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 3
Fund id: 805-9772788369

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jan 31, 2024	$39.9M	25	$100,000	400.0%	yes	FINANCIAL INSTITUTION PARTNERS, LLC
Jan 11, 2023	$39.9M	25	$100,000	400.0%	yes	FINANCIAL INSTITUTION PARTNERS, LLC
Feb 28, 2022	$39.9M	25	$100,000	400.0%	yes	FINANCIAL INSTITUTION PARTNERS, LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
CHARLES SCHWAB & CO., INC.	CHARLES SCHWAB & CO., INC.	SAN FRANCISCO	California	United States	no	8-16514

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b249f317-b375-b956-c7e0-ad9d1a4757df
First observed: Feb 28, 2022
Last observed: Jan 31, 2024 32 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FINANCIAL INSTITUTION PARTNERS, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b249f317-b375-b956-c7e0-ad9d1a4757df

Data as of Jan 31, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jan 31, 2024

$39.9M

$100,000

400.0%

yes

FINANCIAL INSTITUTION PARTNERS, LLC

Jan 11, 2023

$39.9M

$100,000

400.0%

yes

FINANCIAL INSTITUTION PARTNERS, LLC

Feb 28, 2022

$39.9M

$100,000

400.0%

yes

FINANCIAL INSTITUTION PARTNERS, LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO

California

United States

8-16514