First Look Capital Management, LLC

Overview

First Look Capital Management, LLC is an independent registered investment adviser that focuses on wealth management for individuals and families, with portfolio management services that extend to small businesses. The firm bills on a percentage-of-AUM basis and also offers hourly planning work, indicating a blend of ongoing advisory relationships and project-based financial planning. According to its profile, it is not an ESG-focused allocator, does not operate as a multi-state adviser, and does not serve as a pension consultant or a capital allocator. Investment activity centers on traditional pooled vehicles and separate managed accounts. The adviser lists financial planning and portfolio management as its core advisory activities, and its structure as a limited liability company with individual ownership suggests a boutique operating model that leans toward personalized client relationships rather than institutional scale distribution.

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