A complete list of active advisors currently associated with First Principles Investment Management LLC

Warmer can help you find a great advisor at First Principles Investment Management LLC or one who fits your needs even better.

First Principles Investment Management is a small, independent advisory firm that serves individual clients through discretionary asset management and standalone financial planning and consulting. The firm manages roughly $11.8 million for about 30 individual clients and typically structures relationships around personalized investment objectives and risk tolerances. The firm implements portfolios using fundamental analysis and tailor-made asset allocation, providing ongoing monitoring and periodic (at least quarterly) account reviews and performance reporting. It also offers alternative fee arrangements for eligible clients, subject to regulatory requirements and written agreements, alongside the firm’s standard asset-based and fixed-fee planning options. What distinguishes this firm from many similarly sized independent advisers is its willingness to offer performance-based fee arrangements—a relatively uncommon option for solo practices—together with formal procedures to address related conflicts of interest. The lead advisor’s CFA credential and prior institutional equity research experience, combined with an active role in executive education, contribute institutional-style expertise within a small, boutique practice.

To learn more about the advisors currently working at First Principles Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sathish Veeraraghavan	Los Gatos, CA	4

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