$121.9M Total AUM
$121.9M Disc. AUM
-- 3Y CAGR
1 Employees
99 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2014
- Office Locations
- 1
Office Locations
-- Crested Butte CO
About First Look Capital Management, LLC
First Look Capital Management, LLC is an owner-led RIA serving retail clients, including entrepreneurs, with personalized financial and retirement planning. The firm builds portfolios using ETFs, mutual funds, and fixed income (including U.S. government and municipal bonds), and offers portfolio construction and tax planning. Custody includes Charles Schwab.
Team overview
50 AVG AGE
$121.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Pioneer Summit Ember vital Wave
Client Personas
Unison peak
Custodian
Horizon Value
Investment Themes
Matrix insight Zenith Capital value
Investment Vehicles
Signal beacon
Services
Pathway pathway Signal Horizon Vital Ridge Fusion fusion Insight Value
Owner & Executives
JOHN ROTH GARMHAUSEN
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5316190
- Ownership
- 75% or more
(925) 757-4347
north.peak@matrixcapital.com
in linkedin.com/in/radial-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,890,687 | $458,236 |
| Non-Discretionary | $0 | -- |
| Total | $121,890,687 | $458,236 |
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Separately Managed Accounts
Total SMA Asset: $121,890,687
Public Funds:
20.6% Equity - Exchange:
8.8% U.S. Government/Agency:
16.2% Cash:
19.7% Municipal Bonds:
19.7% Corporate - Investment Grade:
15.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $546,740,854 | 20.6% |
| Equity - Exchange | $233,559,200 | 8.8% |
| U.S. Government/Agency | $429,961,254 | 16.2% |
| Cash | $522,854,118 | 19.7% |
| Municipal Bonds | $522,854,118 | 19.7% |
| Corporate - Investment Grade | $398,112,273 | 15.0% |
| Total | $2,654,081,817 | 100.0% |