F
CRD: 322280
First Principles Investment Management LLC
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2022
- Office Locations
- 1
Office Locations
-- LOS Gatos CA
About First Principles Investment Management LLC
First Principles Investment Management LLC is a LOS Gatos-based RIA. The firm has been operating for 3 years. Managing $7.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$250.2K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Matrix quantum Prime
Investment Themes
Vital timber Element unison
Investment Vehicles
Unison delta
Services
Delta insight Foundation vector Eagle insight
Owner & Executives
S
SATHISH VEERARAGHAVAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6604609
- Ownership
- 75% or more
(791) 871-3192
glacier.alpha@optimacapital.com
in linkedin.com/in/summit-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,005,633 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,005,633 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,005,633
Equity - Exchange:
47.5% Public Funds:
21.2% Cash:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,710,550,168 | 47.5% |
| Public Funds | $1,656,077,128 | 21.2% |
| Cash | $2,445,057,268 | 31.3% |
| Total | $7,811,684,564 | 100.0% |