First Principles Group
Firm details
- Headquarters
- ,
- CRD number
- 322950
- Registered since
- July 31, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
First Principles Group LLC is organized as a private investment manager that focuses on private equity and venture capital strategies. The firm is registered with the SEC (registration year 2024) and targets institutional clients, managing pooled investment vehicles rather than acting primarily as a capital allocator to external managers. Its compensation structure combines a percentage-of-assets-under-management fee with performance-based fees. First Principles Group serves as an adviser and sponsor to its funds and is listed as a general partner/managing member for pooled vehicles. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 2Robert Maurer
Managing PartnerCRD 7731840

Benjamin Holland
FounderCRD 5591122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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