CLIENT 1ST ADVISORY GROUP LLC
SEC file number 801-78052
· DUNEDIN, FL
https://client1stfinancial.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$348.6M
Discretionary AUM
$343.3M
Employees
6
Clients
—
Firm
- Address
- 678 DOUGLAS AVENUE
DUNEDIN, FL 34698 - Phone
- —
- Website
- https://client1stfinancial.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- Access Custom Hedge Fund Solutions Series, a series of Riverview Multi-Client Solutions (Cayman) LP Low name-match confidence · CIK 2088646 · PA
- Bellwether Custom Hedge Fund Series, a series of Riverview Multi-Client Solutions Fund LP Low name-match confidence · CIK 2128809 · PA
- Bunker Hill Primaries Series 1, a series of Riverview Multi-Client Solutions Fund LP Low name-match confidence · CIK 1965895 · PA
- Client Associates Alternative Investment Trust Low name-match confidence · CIK 2035334 · K7
- CurrentClient Apr 2026 a Series of CGF2021 LLC Low name-match confidence · CIK 2129923 · DE
- CurrentClient Inc. Jan 2026 a Series of CGF2021 LLC Low name-match confidence · CIK 2111441 · DE
- EagleOne Primaries (Cayman) Series 1, a series of Riverview Multi-Client Solutions (Cayman) LP Low name-match confidence · CIK 2034224 · PA
- EagleOne Primaries Series 1, a series of Riverview Multi-Client Solutions Fund LP Low name-match confidence · CIK 1834732 · PA
- Evergreen21 Primaries Series 1, a series of Riverview Multi-Client Solutions Fund LP Low name-match confidence · CIK 1894099 · PA
- Excelsior Primaries Series 1, a series of Riverview Multi-Client Solutions Fund LP Low name-match confidence · CIK 1805867 · PA
- Hedge Fund Core Primaries Series 1, a series of Riverview Multi-Client Solutions Fund LP Low name-match confidence · CIK 2051900 · PA
- LP Directional Strategies Series, a series of Riverview Multi-Client Solutions Fund LP Low name-match confidence · CIK 2109463 · PA
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Client Associates Alternative Investment Trust · D/A · Sep 25, 2026
-
CurrentClient Apr 2026 a Series of CGF2021 LLC · D · Jun 23, 2026$225K
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CurrentClient Inc. Jan 2026 a Series of CGF2021 LLC · D · Mar 23, 2026$625K
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Excelsior Primaries Series 1, a series of Riverview Multi-Client Solutions Fund LP · D/A · Mar 10, 2026
-
Client Associates Alternative Investment Trust · D/A · Sep 25, 2025