First Principles Group
SEC RegisteredINVESTING IN FIRST PRINCIPLES
About the firm
First Principles Group believes first principles thinking is critical to successful outcomes, guiding their investment philosophy and everything they do. Their mission is to power progress by investing in visionary technologies shaping a bold future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 23 | $1.6B |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. First Principles Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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