Investment adviser · CRD 143742

FIRST SANTA FE ADVISORS, LLC

Investment adviser filing (IA)

SANTA FE, NM, United States · Form ADV filed May 7, 2014

Regulatory AUM
$177M
Form ADV · Item 5.F
Client accounts
345
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 7, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

62 LINCOLN AVENUE
SANTA FE, NM, 87501, United States

CRD 143742

Filing source

Form ADV 823372 · May 7, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.