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| First Foundation Advisors
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|---|---|
| CRD # | 106075 |
| SEC # | 801-35973 |
| CIK # | 0001086763 |
| AUM | 5.1 B (2026-06-10) |
| Employees | 53 (47% Investors, 0% Brokers) |
| Phone | 949-476-0300 |
| Address | 18101 von Karman Ave Irvine, CA 92612-1051 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.4 | ||
| Alphabet Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | The Keller Late Stage VC Fund LP | [2012-03-30] | 9.9 M | 0.0 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 430 | 0.2 |
| (b) Individuals (high net worth individuals) | 623 | 3.5 |
| (c) Banking or thrift institutions | 157 | 0.5 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 30 | 0.3 |
| (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 | 57 | 0.3 |
| (n) Other | 18 | 0.0 |
| Total | 3,373 | 5.1 |
| By Discretionary | ||
| Discretionary | 3,347 | 5.0 |
| Non-Discretionary | 26 | 0.1 |
| Total | 3,373 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 3,373 | 5.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Hakopian | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001086763] | |
| SC 13D | [0001086763] | |
| SC 13G | [0001086763] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Serves | Institutional, Retail |
| LEI | 254900XICVLVWBH12M17 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tectonic Advisors LLC
✚
|
TX | 5.1 B |
|
RNC Capital Management LLC
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|
CA | 5.1 B |
|
Moran Wealth Management LLC
✚
|
FL | 5.1 B |
|
Advisor OS LLC
✚
|
IL | 5.1 B |
|
New England Private Wealth Advisors LLC
✚
|
MA | 5.1 B |
|
Oberweis Asset Management Inc
✚
|
IL | 5.1 B |
|
Wellspring Financial Advisors LLC
✚
|
OH | 5.1 B |
|
Daymark Wealth Partners LLC
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|
OH | 5.0 B |
|
Coastal Bridge Advisors LLC
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|
CT | 5.0 B |
|
Kennedy Capital Management LLC
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|
MO | 5.0 B |