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Patrick James Reidy

First Growth Capital LLC

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About Patrick James Reidy

Patrick Reidy is an investment advisor representative at First Growth Capital LLC. Patrick has been in the industry since 1986 and has passed the Series 63, Series 7, and Series 65 exams. Patrick maintains a law practice which is part-time work for relatively little in revenues. Patrick also has prior experience at Mercer Allied Corporation and Mercer Allied Company, L.P.. Patrick's current registrations include IA registration in Maryland. The firm First Growth Capital LLC is an investment advisor with an office in Pittsburgh, PA. They work with individuals and families, investment companies, and pooled investment vehicles. The firm focuses on financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage approximately $181,051,270 in assets for their clients.

Firm Information

Patrick Reidy is currently registered with First Growth Capital LLC. First Growth Capital LLC is an investment advisor registered with the SEC. The firm manages approximately $181 million in assets for a total of 203 accounts. The firm's clients include high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth. First Growth Capital LLC provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

$181.05M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Patrick Reidy’s Registration & Firm History

PA

04/04/2024 - Present

First Growth Capital LLC (Pittsburgh PA)

NY

12/09/1994 - 05/24/2004

MERCER ALLIED COMPANY, L.P. (COHOES NY)

NY

08/21/1986 - 12/09/1994

MERCER ALLIED CORPORATION (ALBANY NY)

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Licenses & Designations

IA

Issued 01/13/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick James Reidy.
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