FIRST PRINCIPLES INVESTMENT MANAGER LLC
Firm details
- Headquarters
- BASKING RIDGE, New Jersey
- CRD number
- 317116
- Registered since
- October 5, 2021
Firm profile
FINTRXOverview
First Principles Investment Manager LLC is an SEC-registered investment adviser (registered in 2021) organized as an LLC and owned by an individual. Its public profile and filing indicators point to a firm that operates as an adviser and sponsor to pooled investment vehicles rather than a traditional client-facing RIA. The firm is not classified under a standard adviser category in the source data, is not a multi-state adviser, and does not identify as an active ESG investor or a pension consultant. Industry affiliations listed for the firm include roles as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles, which suggests a governance and operational role in fund management rather than a primary focus on advisory relationships with retail or institutional accounts.
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 2RAHUL BHATIA
Managing PartnerCRD 5004658
KSHITIJ BHATIA
Founder and Managing PartnerCRD 5200929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BASKING RIDGE, NJ
SOMERSET
Location
BASKING RIDGE, NJ
Headquartered in BASKING RIDGE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SOMERSET
- Address
- 11 Parkwood Ln
- Time zone
- ET (UTC-5)
- Office locations
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