FIRST GROWTH CAPITAL LLC
Adviser information for FIRST GROWTH CAPITAL LLC last updated from Form ADV on March 15th, 2024. 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 | Maryland, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 203 | $181.1M |
| Non-Discretionary | 0 | $0 |
| Total | 203 | $181.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 26 | $4.6M |
| HNW Individuals | 46 | $172.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $4.2M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-117538 |
|---|---|
| SEC ERA File Number | 801-117538 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305958 |
| Legal Entity Identifier | None |
Principal Office
7514 SLADE AVEPIKESVILLE
MD
United States
Monday - Friday, 9-5
Tel: 202-656-9723, Fax: None
Chief Compliance Officer
DAVID REIDY
FOUNDER
7514 SLADE AVE
PIKESVILLE
MD
United States
Tel:
202-656-9723
D****@*****************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| JCAM DYNAMIC ALPHA FOUNDERS FUND | Hedge Fund | $7.4M | $0.1M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REIDY, DAVID, IRVING | Individual | – | MANAGING MEMBER/CCO | 09/2019 | > 75% |