RIA Intel›Advisers›New Mexico›FIRST SANTA FE ADVISORS, LLC

FIRST SANTA FE ADVISORS, LLC

Advisory

N·SANTA FE, NM

Data as of May 7, 2014 · Source: SEC Form ADV

Total AUM

$177M

1-Year AUM Growth

+10.1%

3-Year CAGR

-7.6%

Employees

6

Assets Under Management

Total AUM$177M

Discretionary AUM$87M

Non-Discretionary AUM$91M

Discretionary %49%

Total Clients—

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingMay 8, 2007

Latest FilingMay 7, 2014

🔒 Full AUM trend chart and 19 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIRST SANTA FE ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.