|
⚲
|
| Fiduciary First LLC
✚
|
|
|---|---|
| CRD # | 150330 |
| SEC # | 801-72234 |
| CIK # | |
| AUM | $2.8 BB (2023-03-30) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 407-740-6111 |
| Address | 1060 Maitland Center Commons Maitland, FL 32751 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 74 | 2.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 74 | 2.8 |
| By Discretionary | ||
| Discretionary | 56 | 1.9 |
| Non-Discretionary | 18 | 0.9 |
| Total | 74 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 74 | 2.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Columbia Threadneedle EM Investments Limited
✚
|
2.9 | |
|
PNC TC LLC
✚
|
KY | 2.9 |
|
Global Atlantic Investment Advisors LLC
✚
|
IN | 2.9 |
|
Hanwha Asset Management USA Ltd
✚
|
CA | 2.9 |
|
Columbia CENT CLO Advisers LLC
✚
|
MA | 2.8 |
|
Sixth Street Specialty Lending Advisers LLC
✚
|
TX | 2.8 |
|
Smith Capital Investors LLC
✚
|
CO | 2.8 |
|
FS/EIG Advisor LLC
✚
|
PA | 2.8 |
|
Graticule Asset Management Asia PTE Ltd
✚
|
2.8 | |
|
Profund Advisors LLC
✚
|
MD | 2.8 |