First Foundation Advisors

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Total AUM ($BB) Copy

Sector	Form 13F Holdings	Cap ($BB)	Value ($BB)
	MSFT	1,918.2	0.5
	GOOG	1,482.6	0.1
	AMZN	1,093.0	0.1
	AAPL	2,382.8	0.1
	UPS	157.2	0.0
	AMD	131.5	0.0
	JPM	340.2	0.0
	UBER	43.4	0.0
	PM	158.8	0.0
	AMAT	82.7	0.0
View All

Holdings by Sector ($BB)

Type	Form D Funds	Date	Sold ($MM)	AUM ($MM)
VC	The Keller Late Stage VC Fund LP	[2012-03-30]	9.9	0.0

AUM Breakdown	Accounts	AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals)	574	0.3
(b) Individuals (high net worth individuals)	762	3.6
(c) Banking or thrift institutions	1	0.5
(d) Investment companies	1	0.2
(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	35	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	65	0.3
(n) Other	0	0.0
Total	4,065	5.2
By Discretionary
Discretionary	4,037	5.2
Non-Discretionary	28	0.1
Total	4,065	5.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		5.2
Total	4,065	5.2

Form D Directors	# Filings	# Firms	2011 - 2024
John Hakopian	4

Comparable Firms	State	AUM ($BB)
Aptus Capital Advisors LLC ✚	AL	5.3
Gradient Investments LLC ✚	MN	5.3
Janney Capital Management LLC ✚	PA	5.3
Capital Investment Advisors LLC ✚	GA	5.3
RPA Financial LLC ✚	CA	5.3
Harbor Investment Advisory LLC ✚	MD	5.2
The Huntington Investment Company ✚	OH	5.2
WCG Wealth Advisors LLC ✚	NV	5.2
Cidel Asset Management Inc ✚		5.2
T Rowe Price Canada Inc ✚	MD	5.2

Assets, Funds, Holdings