First Principles Group
Firm details
- Headquarters
- ,
- CRD number
- 322950
- Registered since
- July 31, 2024
- Website
- firstprinciples.group
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
First Principles Group is a private investment manager organized as an LLC and registered with the SEC in 2024. The firm operates primarily as a manager of pooled investment vehicles with a focus on private equity and venture capital strategies; it also describes itself as a multifaceted fund manager. Its client base is institutional, and fee arrangements combine a percentage-of-assets component with performance-based compensation. The firm does not identify as an active ESG investor and reports that it is not a multi-state adviser. First Principles Group serves as an adviser and sponsor/GP for pooled vehicles rather than acting as a capital allocator to third-party managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Benjamin Holland
FounderCRD 5591122
Robert Maurer
Managing PartnerCRD 7731840
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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