FIRST GENERATION HOLDINGS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
333277
Registered since
January 21, 2025

Firm profile

FINTRX

Overview

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

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

1 of 1
  • JEFFREY HAU

    General PartnerCRD 5949362

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth