First Foundation Advisors

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Assets, Funds, Holdings

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First Foundation Advisors
CRD #106075
SEC #801-35973
CIK #1086763
AUM $3.9 BB (96% Disc, 100% US)
Employees66 (58% Investors, 0% Brokers)
Phone949-476-0300
Address18101 Von Karman Ave
Irvine, CA 92612-1051
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
MSFT 865,660.0 111.0
UPS 93,620.0 65.1
PM 138,730.0 43.7
BK 49,490.0 38.7
JNJ 369,000.0 36.9
PFE 230,400.0 36.2
ORCL 188,990.0 34.3
DIS 171,070.0 32.1
GS 72,170.0 29.1
MAC 6,040.0 27.1
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
VC The Keller LATE Stage VC Fund LP 2012-11-07external
9.9
1.9
View All
Fund Directors # Filings # Firms 2011-2019
John Hakopian 1 1
Comparable Firms State AUM ($BB)
Vident Investment Advisory LLC
GA
4.0
T Rowe Price Japan Inc
4.0
Copper Rock Capital Partners LLC
MA
4.0
Shapiro Capital Management LLC
GA
4.0
Legg Mason Wood Walker Incorporated
MD
4.0
Saturna Capital Corporation
WA
4.0
Tetrem Capital Management Ltd
3.9
R M Davis Inc
ME
3.9
ClearArc Capital Inc
OH
3.9
Peregrine Capital Management LLC
MN
3.9