First Growth Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 305958
- Registered since
- September 24, 2019
- 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
FINTRXOverview
First Growth Capital LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves individual and family clients and provides financial planning together with portfolio management for individuals and small businesses. Its fee arrangements combine percentage-of-AUM billing with fixed fees. The firm reports a tilt toward equities as its primary preference and does not identify as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities79%
- Derivatives15%
- US Government Bonds2%
- Sovereign Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Reidy
FounderCRD 6119068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$73.6M in ETFs
89%
$65.5M
9%
$8.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $9.9M | 13,173 | 13.40% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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