$130.6M Total AUM
$130.6M Disc. AUM
-11.4% 3Y CAGR
4 Employees
67 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Insight legacy
- Established Date
- 09-24-2019
- Office Locations
- 1
Office Locations
9990 S.w. 77th Avenue Miami FL
About First Growth Capital LLC
First Growth Capital is a client-centric multi-family office providing holistic financial planning and portfolio management, integrating tax and estate planning with personal and business consulting. The team builds customized qualitative and quantitative strategies across public and private markets, and supports business owners with FP&A, valuation, and M&A/capital markets guidance. Custody includes Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$130.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
0.4 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Unison focus Momentum summit Quantum Bridge optima Insight vector
Client Personas
Pioneer Summit wave
Custodian
Timber peak North
Investment Themes
Value Element foundation
Investment Vehicles
Fusion meridian Bridge Beacon
Platform
Vector summit
Services
Zenith momentum Pathway Eagle Crest eagle Horizon Element momentum Zenith harbor
Technology
Harbor vertex
Owner & Executives
DAVID IRVING REIDY
Chief Compliance Officer, Managing Member
- CRD
- #6119068
- Ownership
- Less than 5%
(221) 689-6889
insight.vital@pioneercapital.com
in linkedin.com/in/meridian-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,622,527 | $1,949,590 |
| Non-Discretionary | $0 | -- |
| Total | $130,622,527 | $1,949,590 |
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Separately Managed Accounts
Total SMA Asset: $130,622,527
Equity - Exchange:
26.9% Derivatives:
26.5% Cash:
11.1% Sovereign Bonds:
19.8% U.S. Government/Agency:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,781,036,123 | 26.9% |
| Derivatives | $1,754,552,314 | 26.5% |
| Cash | $734,925,686 | 11.1% |
| Sovereign Bonds | $1,310,948,522 | 19.8% |
| U.S. Government/Agency | $1,039,489,484 | 15.7% |
| Total | $6,620,952,129 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR VECTOR | MERIDIAN ATLAS | 3KH1YPGMQ | ZBELN | 3.72% | $75,226,804 |
| BRIDGE MERIDIAN | ELEMENT BEACON | 8B4EOGC7F | YGD | 4.08% | $69,683,400 |
| HARBOR CREST DELTA | BEACON VITAL | QWD508RVR | OAABZ | 11.54% | $73,581,564 |
| PEAK PRIME GLACIER | SIGNAL MATRIX | TK7XY2V06 | WBW | 2.70% | $44,276,308 |
| CATALYST HARBOR WAVE | MOMENTUM FUSION | C8CTXWWDT | LWJ | 11.96% | $19,735,983 |
| ELEMENT WAVE MATRIX | EAGLE FOUNDATION | 5VVF674LW | WLTOP | 7.68% | $101,742,955 |
| ALPHA TIMBER | TIMBER CREST | PWS65D2NK | OWIC | 1.06% | $95,951,957 |
| INSIGHT SUMMIT | VECTOR RIDGE | FRYL7PUST | HTUP | 8.98% | $47,726,818 |