Single Family OfficeRIA · CRD 174073SEC-Registered

Updated:

First Fidelity Group LLC

FIRST FIDELITY GROUP LLC is an SEC-registered investment adviser. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1...

First Fidelity Group LLC

FIRST FIDELITY GROUP LLC is an SEC-registered investment adviser. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Newport Beach, CA, United States

Sector focus

Real EstatePrivate EquityVenture CapitalInfrastructure

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 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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