First Principles Group

RIASEC RegisteredEst. 2024
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$71.1M
Accounts
23
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
322950
Registered since
July 31, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

First Principles Group LLC is organized as a private investment manager that focuses on private equity and venture capital strategies. The firm is registered with the SEC (registration year 2024) and targets institutional clients, managing pooled investment vehicles rather than acting primarily as a capital allocator to external managers. Its compensation structure combines a percentage-of-assets-under-management fee with performance-based fees. First Principles Group serves as an adviser and sponsor to its funds and is listed as a general partner/managing member for pooled vehicles. The firm is not identified as an active ESG investor.

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

Contacts

2 of 2
  • Robert Maurer

    Managing PartnerCRD 7731840

  • Benjamin Holland

    Benjamin Holland

    FounderCRD 5591122

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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