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Client First Capital, LLC

● SEC registered since 2019CRD 300684SEC# 801-114955
Export (members)
Reg. AUM
$236.8M
Employees
5
Accounts
265
Location

Client First Capital, LLC assets under management

Client First Capital, LLC is an SEC-registered investment adviser. The firm has been registered since 2019. It reports $236.8 million in regulatory assets under management and employs 5 people.

Client First Capital, LLC owners & executives

1 reported
NameTitleOwnershipSince
Amar N Shah ControlManaging Member & Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Client First Capital, LLC manage?

Client First Capital, LLC reports $236.8 million in regulatory assets under management on its Form ADV.

How many employees does Client First Capital, LLC have?

Client First Capital, LLC reports 5 employees.

Does Client First Capital, LLC disclose fund performance?

Client First Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone800-310-2828
Office hours8a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$223.4M
Non-discretionary$13.3M
Total (RAUM)$236.8M