FIRST HARMONIC GROUP 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
334062
Registered since
March 17, 2025

Firm profile

FINTRX

Overview

First Harmonic Group LLC is a limited liability company registered with the SEC in 2025 that operates primarily as a sponsor and general partner for pooled investment vehicles. The firm’s reported activities center on structuring and managing private venture capital funds rather than running retail advisory accounts. Data flagging shows an owner-type of “Individual” and a classification as “Unclassified,” and the firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. Its regulatory and organizational footprint points to a manager-led GP model: sourcing deals, running diligence, managing portfolio companies and executing exits on behalf of limited partners.

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
  • ALI ROWGHANI

    FounderCRD 6449871

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
5432 Geary Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth