First Analysis Capital Management LLC

Fee-Only (% of Portfolio)

First Analysis Capital Management advises venture capital funds that invest in early-stage business-to-business technology companies. They focus on companies with $1 million to $10 million in annualized recurring revenue growing at least 30% annually. The firm's investment professionals conduct in-depth research to identify opportunities and provide strategic guidance to the companies they invest in. The funds are offered exclusively to accredited investors and qualified clients.

Assets Under Management$210M
Clients10
AdvisorsN/A
Avg. per Client$21M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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First Analysis Capital Management LLC | TrueAdvisor