First Hedge Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 166941
- Website
- firsthedgecapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents85%
- Exchange Traded Equities15%
Contacts
2 of 2Robert Coury
CCOCRD 6278109

Michael Coury
Managing Director, Investment AdvisoryCRD 6194571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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