Now, your clients can easily invest in private, alternative assets. No accreditation required.

SOLRX provides exposure to credit assets that were traditionally out of reach for average investors. Finite offers lower minimums, lower fees, and more frequent liquidity opportunities than typical private funds – with 100% digital access.

Access Private Credit

Look beyond the 60/40 portfolio. Allocate to assets designed for attractive current income and low correlation to public markets.

Quarterly Redemptions

Investing in private markets usually means locking up capital for years, but Finite offers the chance for liquidity every quarter.

Simple Tax Treatment

Investing with Finite? That’s one fewer clunky Schedule K-1 for you to deal with. Finite prepares Form 1099-DIVs on your clients’ behalf.

Where we invest:

The Fund seeks to allocate at least 80% of assets into securities and credit instruments related to the domestic solar power industry, that Finite believes offer attractive opportunities for risk-adjusted returns via capital appreciation and current income.

Solar Loans

Residential and commercial loans made to finance development, purchase, and installation of Solar Energy Systems.

Solar SPVs

Special Purpose Vehicles (“SPVs”) that participate in solar-related loans or the sale of power from Solar Energy Systems.

Solar Debt and Equities

Debt and equity securities issued by Solar Originators and publicly traded U.S. Solar Companies provide liquidity to the Fund.

Why Solar?

Utilities keep raising rates while solar power gets cheaper, creating increasingly attractive opportunities in solar finance.

Growth

Solar is the fastest-growing source of energy in the U.S. and will account for 46% of new energy capacity in 2022.

Efficiency

Finite was first to market with a platform that acquires solar loans as efficiently as mortgages and auto loans.

Asset-Backed

Solar loans have a perfected interest in the solar panels, which are usually cash flow positive to homeowners.

Experience

Finite’s team scaled one of the nation’s largest solar lenders, bringing clean power to nearly 40,000 homes.

Finite Solar Finance Fund

Ticker: SOLRX

Fund Strategy

The Fund seeks to achieve its investment objective by investing at least 80% of its managed assets in private, alternative lending-related securities issued in connection with solar financing (“Solar Finance Assets”). Solar Finance Assets include credit instruments related to the development, purchase or installation of solar energy equipment, the purchase and lease of renewably generated electricity, and securities of solar industry participants that the Adviser believes offer the potential for regular current yield.

View Full Prospectus →

MINIMUM INVESTMENT

PURCHASE AVAILABILITY

LIQUIDITY

MANAGEMENT FEE

GROSS EXPENSES

NET EXPENSES

PERFORMANCE FEE

TAX REPORTING

ADVISER

STRUCTURE

$500

Daily

Quarterly

1.25%

2.51% *

2.23% **

None

1099-DIV

Finite Management, LLC

Interval Fund

Fund Materials.

Fact Sheet
Prospectus
Investor Deck
SEC Filings

Key reasons to consider investing:

1. Access Private Credit

Finite provides access to targeted private credit investments without investor accreditation requirements.

2. Designed for Low Market Correlation ***

Finite targets assets that have historically maintained stable performance and income, even during times of market volatility.

3. Convenient Tax Treatment

No need for another Schedule K-1. Finite investors handle taxes with the convenient Form 1099-DIV.

4. Invest for Impact, Without Compromising

Finite aims to generate risk-adjusted returns and current income by providing capital used to develop sustainable infrastructure.

Unlike typical ESG funds, Finite lets investors participate in the transition to a low-carbon economy, and track the impact of each investment.

Meet Finite’s Portfolio Managers.

Kevin Conroy

President & Portfolio Manager

Kevin Conroy is a Portfolio Manager of the Fund, and also serves as Chairman and President of Finite Corporation where he leads the firm’s strategic and long-term initiatives. Prior to joining Finite, Kevin was a product manager at Dividend Finance, one of the nation’s largest residential solar loan originators. Kevin began his career within J.P. Morgan’s Investment Bank, focusing on corporate restructurings and the management of the firm’s equity portfolio of interests in post-restructured companies. Kevin holds a bachelor’s degree in finance and accounting from Fordham University.

David Kretschmer

Portfolio Manager

David Kretschmer is a Portfolio Manager of the Fund and serves on the Board of Finite Corporation. David’s career includes 25 years at Anthem, Inc., a Fortune 50 health insurance provider in the US. While at Anthem, David was responsible for over $31 billion of investments across multiple portfolios, including $5 billion of 401(k) assets. Prior to Anthem he was on the founding team of Sierra Trust Funds, a family of mutual funds sponsored by Great Western Bank. David holds an MBA from the University of Chicago and a bachelor’s degree in economics from The George Washington University.

Get in touch.

Call Us

(314) 800-4017

Email Us

hello@finite.io

Investors should read the prospectus carefully before investing.

All investors should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. Information regarding such considerations, including the prospectus of the ‘40 Act-registered fund, may be found below.

* Gross expense is based on the expense limitation implemented and noted within the prospectus. Some expenses are excluded from this and the expense ratio my be greater as a result. Please see the prospectus for more detail.

** The Adviser has entered into an expense limitation and reimbursement agreement with the Fund that is expected to continue for at least two years from the effective date of the Prospectus, and will renew automatically for successive periods of one year thereafter, unless written notice of termination is provided by the Adviser to the Fund not less than 10 days prior to the end of the then-current term. The Expense Limitation Agreement may also be terminated by the Fund’s Board on 60 days’ written notice to the Adviser. There is no guarantee that the Adviser will elect to renew the Expense Limitation Agreement after the first year of the Fund’s operations.

*** Correlation measures the degree to which two securities move in relation to each other (source).