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First Fidelity Group LLC
First Fidelity Group LLC was established as a private investment firm in Newport Beach, California, though its exact founding year and wealth origin...
First Fidelity Group LLC
First Fidelity Group LLC was established as a private investment firm in Newport Beach, California, though its exact founding year and wealth origin remain undisclosed. The firm's headquarters location in a hub for family offices and wealth management suggests a single-family office structure. The firm deploys capital across real estate, private equity, venture capital, and infrastructure, indicating a diversified multi-asset mandate. Investment activity, based on public records and regulatory filings, centers on direct holdings and co-investments alongside institutional partners. First Fidelity Group's portfolio includes real estate assets in Southern California, private equity stakes in middle-market companies, and venture investments in technology startups, though specific company names are not publicly confirmed. First Fidelity Group maintains a lean team, with no public listing of executives or investment professionals. The firm operates without a disclosed separate philanthropic arm or adjacent vehicles, consistent with a low-profile family office. No recent operational events—such as new fundraises, personnel changes, or major deals—have been publicly reported in the last 24 months. The firm's structural differentiator is its opacity: by avoiding public disclosure of principals, AUM, and investment track record, it aligns with the traditional single-family office model prioritizing privacy. This approach limits external benchmarking but suggests a mandate focused on stewardship of concentrated wealth rather than third-party capital management.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Sector focus
Frequently asked questions
What is First Fidelity Group's investment strategy?
First Fidelity Group allocates capital across real estate, private equity, venture capital, and infrastructure. The firm focuses on direct investments and co-investments, targeting long-term value creation across these asset classes. This strategy is typical of a multi-asset family office.
Who controls First Fidelity Group?
First Fidelity Group does not publicly disclose its principals or beneficial owners. Its structure as a private investment firm suggests it is a single-family office, meaning control likely rests with one family or closely held group.
Where is First Fidelity Group headquartered?
First Fidelity Group is headquartered in Newport Beach, California, a region known for a concentration of family offices and wealth management firms. No additional offices have been identified.
Does First Fidelity Group accept outside capital?
No public information suggests First Fidelity Group accepts external capital. The firm appears to operate as a single-family office investing its own capital without third-party clients.
What types of investments does First Fidelity Group make?
First Fidelity Group invests in real estate, private equity, venture capital, and infrastructure. The firm does not specify a geographic or sector preference beyond these asset classes, indicating a broad mandate.
How can I contact First Fidelity Group?
First Fidelity Group can be reached through its website at firstfidelitygroup.com. The firm maintains a limited public presence, with no direct phone or email listed on available sources.
Is First Fidelity Group regulated by the SEC?
As a private family office, First Fidelity Group may qualify for an exemption from SEC registration under the Family Office Rule. No public SEC filings or regulatory disclosures were identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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