CLIFTON FIRST LLC
Firm details
- Headquarters
- PALM BEACH, Florida
- CRD number
- 333072
Firm profile
FINTRXOverview
Clifton First LLC is a privately held limited liability company that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm’s public profile centers on a single private fund; it does not appear to operate as a multi-state registered investment adviser or to maintain a retail advisory client base. Regulatory snapshots list the firm as unclassified and do not indicate active ESG investing or pension-consulting activities. Fee and client-advisory models are not detailed in available records, which makes the firm’s client-facing services and pricing structure unclear. Clifton First’s organizational posture — sponsor, GP and managing member of pooled vehicles — signals a focus on fund-level management and capital deployment rather than on broad wealth-management or brokerage services. That role typically entails setting the investment mandate, determining risk parameters, negotiating investor terms and overseeing portfolio implementation for the pooled vehicle(s) it controls.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2WASIF KHAN
Managing MemberCRD 4431520
RUSSELL HOFFMAN
ManagerCRD 5050584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM BEACH, FL
PALM BEACH
Location
PALM BEACH, FL
Headquartered in PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 250 Royal Palm Way
- Time zone
- ET (UTC-5)
- Office locations
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