|
⚲
|
| Fiduciary First LLC
✚
| |
|---|---|
| CRD # | 150330 |
| SEC # | 801-72234 |
| CIK # | |
| AUM | $3.3 BB (2024-05-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 407-740-6111 |
| Address | 1060 Maitland Center Commons Maitland, FL 32751 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 99 | 3.3 |
| By Discretionary | ||
| Discretionary | 53 | 2.4 |
| Non-Discretionary | 46 | 0.9 |
| Total | 99 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 99 | 3.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sixth Street Specialty Lending Advisers LLC
✚
|
TX | 3.3 |
|
Duration Capital Partners LLC
✚
|
NY | 3.3 |
|
MC Credit Partners LP
✚
|
CT | 3.3 |
|
Regatta Loan Management LLC
✚
|
NY | 3.3 |
|
Guggenheim Funds Investment Advisors LLC
✚
|
IL | 3.3 |
|
Cohen & Steers Asia Limited
✚
|
3.3 | |
|
Signalfire Management Services LLC
✚
|
CA | 3.3 |
|
Whitetail Rock Capital Management LLC
✚
|
NE | 3.3 |
|
Stable Asset Management LP
✚
|
NY | 3.3 |
|
Newview Capital Management LLC
✚
|
CA | 3.2 |