9AT: FINEQUITIES LLC

Adviser Profile

As of Date	07/31/2026
Registration status	Terminated
Contact Info	N/A
Websites

AUM^*	0
of that, discretionary	0
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

Compensation Arrangments

- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FINANCE FRIENDS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PRIVATE ADVISOR NETWORK, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser THE INSTITUTE OF FINANCIAL WELLNESS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser METAL FINANCE	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SPARI, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ADAMS FUNDS ADVISERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser WEALTHRAMP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser LIBRETTO	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ABUNDO WEALTH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ZENO AN SOLUTIONS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

A. Description of the Advisory Firm Finequities LLC (hereinafter “FIN”) is a limited liability company organized in the state of Florida. The firm became registered as an investment adviser in November 2019 and launched its interactive application to provide investment advisory services in 2021. Its principal owner is Santiago Jimenez de Andrade. B. Types of Advisory Services FIN offers a social investment platform through its interactive mobile app, which is available on the App Store and similar online stores. Users can download the app to access investment advisory services and enjoy the platform’s social features. In terms of social networking, users can share their portfolios and follow others for guidance. It also offers investment advice through custom portfolios created by Finequities and other portfolios related to prominent investors, which users can replicate. FIN's custom bundle feature allows users to create their own portfolios using a screener that provides financial information on assets the user is interested in, offering a more self- guided approach rather than face-to-face guidance. Additionally, there are Investment Bundles, which are portfolio recommendations constructed by Finequities. These bundles contain various

types of assets, tailored according to the specific bundle chosen. It's important to note that FIN doesn't manage client accounts. Clients have the option to open a brokerage account through the app, and they are responsible for executing their own securities transactions, as FIN does not have trading authority over client accounts. Services Limited to Specific Types of Investments FIN limits its investment advice to equity securities. C. Client Tailored Services and Client Imposed Restrictions FIN will provide a specific set of recommendations for each client based on their personal restrictions, needs, and targets. Clients may request FIN exclude certain securities or securities in certain sectors or industries from FIN’s recommendations in accordance with the client’s values or beliefs. However, if the restrictions would require FIN to deviate from its standard suite of services, FIN reserves the right to end the relationship. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, and certain other administrative fees. FIN does not participate in wrap fee programs. E. Assets Under Management FIN does not manage client accounts on a continuous basis.

FINEQUITIES LLC

FINEQUITIES LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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FINEQUITIES LLC FINEQUITIES LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

FINEQUITIES LLC

FINEQUITIES LLC