FIRST PERSPECTIVE CAPITAL LLC

Overview

First Perspective Capital LLC is an independent registered investment advisor operating as a limited liability company with an individual owner. The firm serves individuals and families and acts as a capital allocator, with a clear preference for equity exposure. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers — indicating a mix of direct portfolio management and outsourcing or oversight of third-party managers. Fee structures offered include percentage of AUM, hourly charges, and fixed fees, allowing flexibility across client relationships. The firm does not position itself as an active ESG investor and is not registered as a multistate adviser, so its activity appears regionally focused. Given the firm’s stated allocation interests, equities form the core of investment activity while private equity, real estate and REITs are used as alternative allocations via external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices