Overview
Assets Under Management: $120 million
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Frequently Asked Questions
FIRST LOOK CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173040), FIRST LOOK CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FIRST LOOK CAPITAL MANAGEMENT, LLC serves 47 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, FIRST LOOK CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FIRST LOOK CAPITAL MANAGEMENT, LLC manages $120 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, FIRST LOOK CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 254
Discretionary Accounts: 254
Regulatory Filings
CRD Number: 173040
Filing ID: 2029276
Last Filing Date: 2025-11-21 14:23:30
Website: 0