FIRST CAPITAL INVESTMENT PARTNERS, LLC
Adviser information for FIRST CAPITAL INVESTMENT PARTNERS, LLC last updated from Form ADV on March 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | OUTSOURCED CHIEF INVESTMENT OFFICER |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-111707 |
|---|---|
| SEC ERA File Number | 801-111707 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289352 |
| Legal Entity Identifier | None |
Principal Office
512 EAST TOWNSHIP LINE ROAD5 VALLEY SQUARE
BLUE BELL
PA
United States
Monday - Friday, 8:30AM - 5PM
Tel: 267-329-7620, Fax: None
Chief Compliance Officer
LAWRENCE CHIARELLO
CHIEF COMPLIANCE OFFICER
512 EAST TOWNSHIP LINE ROAD
5 VALLEY SQUARE
BLUE BELL
PA
United States
Tel:
732-936-2882
L*********@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HILES, JAMES, DWIGHT | Individual | – | MANAGING MEMBER | 08/2017 | 25-50% |
| SCHULTE, JEFFREY, RICHARD | Individual | – | MANAGING MEMBER | 08/2017 | 25-50% |
| SKYVIEW INVESTMENT ADVISORS, LLC | Domestic Entity | – | MEMBER | 08/2017 | 50-75% |
| TURI, STEVEN, JOSEPH | Individual | SKYVIEW INVESTMENT ADVISORS, LLC | MANAGING MEMBER | 09/2009 | 25-50% |
| MELNICK, ANDREW, JOSEPH | Individual | SKYVIEW INVESTMENT ADVISORS, LLC | MANAGING MEMBER | 09/2009 | 25-50% |
| CHIARELLO, LAWRENCE, PHILIP | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2020 | < 5% |