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| Happy Holidays!! thanks for using AUM13F!! |
| First Foundation Advisors
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| CRD # | 106075 |
| SEC # | 801-35973 |
| CIK # | 0001086763 |
| AUM | $5.4 B (2025-06-16) |
| Employees | 62 (53% Investors, 0% Brokers) |
| Phone | 949-476-0300 |
| Address | 18101 von Karman Ave Irvine, CA 92612-1051 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001086763 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.5 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| United Parcel Service Inc | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | The Keller Late Stage VC Fund LP | [2012-03-30] | 9.9 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 526 | 0.3 |
| (b) Individuals (high net worth individuals) | 751 | 3.8 |
| (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 | 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 | 68 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,945 | 5.4 |
| By Discretionary | ||
| Discretionary | 3,921 | 5.4 |
| Non-Discretionary | 24 | 0.1 |
| Total | 3,945 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 3,945 | 5.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John Hakopian | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001086763] | |
| SC 13D | [0001086763] | |
| SC 13G | [0001086763] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kovack Advisors Inc
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|
FL | 5.5 |
|
Greycourt & Co Inc
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|
PA | 5.5 |
|
Pentegra Investors Inc
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NY | 5.5 |
|
Confluence Wealth Services Inc
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|
PA | 5.5 |
|
WCG Wealth Advisors LLC
✚
|
NV | 5.4 |
|
Truepoint Inc
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|
OH | 5.4 |
|
CUSO Financial Services LP
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|
CA | 5.4 |
|
PGIM Custom Harvest LLC
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|
NJ | 5.4 |
|
Horizon Investments LLC
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|
NC | 5.4 |
|
Janney Capital Management LLC
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|
PA | 5.3 |