FIRST ANALYSIS CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 161373
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
First Analysis Capital Management LLC is an SEC‑registered investment manager organized as an LLC and active since 2012. The firm is structured as a private equity and venture capital fund manager with a multifaceted fund management profile; its primary client base is institutional investors. Its advisory role centers on portfolio management for pooled investment vehicles, and its compensation mixes a percentage-of-AUM fee schedule with performance‑based fees. The firm is not designated as an active ESG investor and is not registered as a multi‑state adviser. Snapshot metadata indicates ownership by a combination of a domestic entity and individual stakeholders. First Analysis maintains a broker‑dealer industry affiliation and is not identified as a separate capital allocator in the snapshot.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1DAVID LESHUK
Managing DirectorCRD 2935779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 1 S Wacker 39 Th
- Time zone
- CT (UTC-6)
- Office locations
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