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FIRST ANALYSIS CAPITAL MANAGEMENT LLC

B54
CRD 161373·SEC 801-74366·CHICAGO, IL
AUM
$186.2M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$559K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRST ANALYSIS CAPITAL MANAGEMENT LLC
CRD
161373
SEC file #
801-74366
EIN
—
DBA names
—

Economics

AUM
$186.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$234.3M → $186.2M▼ -21%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
25
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
7 advisors → 9 advisors▲ +29%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/first-analysis(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FIRST ANALYSIS VENTURE OPERATIONS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
FIRST ANALYSIS VENTURE OPERATIONS
LESHUK, DAVID, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:firstanalysis.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
DAVID JOHN LESHUK
Executive Officer · 2.5%
2935779