First Hedge Capital Management

RIASEC Registered
Total AUM
$17.4M
Discretionary
$17.4M
100% of AUM
Avg account
$348K
Accounts
50
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
166941
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI90.46%
  • Pooled Investment Vehicles7.24%
  • Corporations / Businesses2.3%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First Hedge Capital Management is a privately held limited liability company that provides discretionary portfolio management to individuals, families, small businesses, pooled investment vehicles and institutional clients. The firm charges both a percentage-of-assets fee and can levy performance-based fees. It is owned by an individual and is not classified under a specialty advisor type in the available data. The firm does not identify as an active ESG investor, is not a multi-state adviser in the data provided, and is not described as a capital allocator. Regulatory and operational details indicate the adviser acts beyond single-account management: it sponsors and serves as general partner or managing member of pooled investment vehicles, and it advises at least one pooled fund. That governance role suggests the firm both manages client accounts and runs or co-sponsors collective investment structures.

Assets & Accounts

Investments & Alternatives

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: Cash & Cash Equivalents 85%, Exchange Traded Equities 15%85%
  • Cash & Cash Equivalents85%
  • Exchange Traded Equities15%

Contacts

2 of 2
  • Robert Coury

    Robert Coury

    CCOCRD 6278109

  • Michael Coury

    Michael Coury

    Managing Director, Investment AdvisoryCRD 6194571

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth