CLIFTON FIRST LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALM BEACH, Florida
CRD number
333072

Firm profile

FINTRX

Overview

Clifton First LLC is a privately held limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm’s public profile centers on a single private fund; it does not appear to operate as a multi-state registered investment adviser or to maintain a retail advisory client base. Regulatory snapshots list the firm as unclassified and do not indicate active ESG investing or pension-consulting activities. Fee and client-advisory models are not detailed in available records, which makes the firm’s client-facing services and pricing structure unclear. Clifton First’s organizational posture — sponsor, GP and managing member of pooled vehicles — signals a focus on fund-level management and capital deployment rather than on broad wealth-management or brokerage services. That role typically entails setting the investment mandate, determining risk parameters, negotiating investor terms and overseeing portfolio implementation for the pooled vehicle(s) it controls.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • WASIF KHAN

    Managing MemberCRD 4431520

  • RUSSELL HOFFMAN

    ManagerCRD 5050584

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PALM BEACH, FL

PALM BEACH

Location

PALM BEACH, FL

Headquartered in PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
250 Royal Palm Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth