FINHABITS ADVISORS, LLC

← Back to list

UUID095d6aa1-9ff5-56ca-b947-3a6e90ab6dca

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	210522	210522	—	1.0
sec_file_number	801-104472	801-104472	—	—

Profile

WebsiteHTTPS://WWW.FACEBOOK.COM/FINHABITS/

HQ CityNEW YORK

HQ StateNY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)96,059,702.0
RAUM (discretionary)96,059,702.0
Actionable assets—
Accounts36,714.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-02-05 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
FINHABITS, INC.	MEMBER	OFFICER	—	{"filing_id": "2016176", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
GARCIA, CARLOS, ARMANDO	MANAGING MEMBER/CCO	OFFICER	—	{"filing_id": "2016176", "owner_id": "6395409", "source": "adv_part1", "table": "Schedule_A_B"}
EXOR SEEDS LP	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2016176", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

FINHABITS, INC.

MEMBER

OFFICER

—

{"filing_id": "2016176", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

GARCIA, CARLOS, ARMANDO

MANAGING MEMBER/CCO

OFFICER

—

{"filing_id": "2016176", "owner_id": "6395409", "source": "adv_part1", "table": "Schedule_A_B"}

EXOR SEEDS LP

SHAREHOLDER

EMPLOYEE

—

{"filing_id": "2016176", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/15/2025 05:49:25 PM",
  "filing_id": "2016176",
  "reg_type": "IA"
}
```

FINHABITS ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1