Managers/Private equity/Indiana/FI3 Financial Advisors

FI3 Financial Advisors

FI3 Financial Advisors is a private equity manager in Indianapolis, IN. It is registered with the SEC as an investment adviser with $1.1B in regulatory assets and 21 staff. It has 2 funds on file, the latest reported in September 2025.

Funds on file
2
Raised, all funds
$59.9M
Regulatory assets
$1.1B
Staff
21
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Sep 2025 Fi3 Capital Private Equity 2025, LP Private equity $30.6M Not given
Mar 2025 Fi3 Capital Private Equity 2024, LP Private equity $29.3M Not given

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.1B
Employees21
Clients183 wealthy individuals, 63 individuals, 7 charities, 3 companies and 2 pension plans.
Control personsIvan, Douglas Hoffman, Samuel, David Muse, Matthew, Joseph Simpson.
Private funds2 private funds holding $2.5M in gross assets.

Private funds it reports

FundTypeGross assets
FI3 - Acp Fund 2022 Private equity $2.5M
FI3 Capital Private Equity 2024 Private equity $0