FIRST GENERATION HOLDINGS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 333277
- Registered since
- January 21, 2025
Firm profile
FINTRXOverview
First Generation Holdings LLC is a limited liability company registered as an SEC adviser in 2025 that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s public profile shows its activity is organized around advising private pooled funds rather than serving retail or institutional advisory clients directly. It is not positioned as an ESG-focused manager, multi-state adviser, pension consultant or capital allocator in the available records. Its business model emphasizes direct management and governance of pooled vehicles via roles as sponsor, GP and managing member.
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 1JEFFREY HAU
General PartnerCRD 5949362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 548 Market St
- Time zone
- PT (UTC-8)
- Office locations
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