First Principles Group

RIASEC Registered
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 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

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
  • Benjamin Holland

    Benjamin Holland

    FounderCRD 5591122

  • Robert Maurer

    Managing PartnerCRD 7731840

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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