First Growth Capital LLC

RIASEC RegisteredEst. 2019
Total AUM
$131M
Discretionary
$131M
100% of AUM
Avg account
$1.9M
Accounts
67
Employees
4
Advisory reps
1

Firm details

Headquarters
,
CRD number
305958
Registered since
September 24, 2019
Website
www.firstgrowthcapitalpartners.com
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI97.85%
  • Individuals2.15%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

First Growth Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm focuses on providing financial planning and discretionary portfolio management primarily for individual and family clients, as well as small business accounts. Its fees combine a percentage of assets under management with fixed-fee engagements. First Growth Capital reports that it is not a capital allocator, does not position itself as an ESG investor, and operates without a multi-state adviser designation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 79%, Derivatives 15%, US Government Bonds 2%, Sovereign Bonds 2%, Cash & Cash Equivalents 2%79%
  • Exchange Traded Equities79%
  • Derivatives15%
  • US Government Bonds2%
  • Sovereign Bonds2%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • David Reidy

    David Reidy

    FounderCRD 6119068

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 63

Active vs passive

$56M in ETFs

Passive

91%

$51M

Active

8%

$5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$9.2M13,94416.38%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth