STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS
STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS of IRVINE, CA is an SEC-registered investment adviser (CRD 108502). Regulatory assets under management: $24K.
Registration
- CRD: 108502
- SEC file number: 801-26834
- Type: Registered investment adviser
- Location: 2040 MAIN STREET, SUITE 720, IRVINE, CA, 92614
- Phone: 949-251-9333
- Latest filing: 2020-03-04
- Regulatory AUM: $24K
- Discretionary AUM: $24K
- Clients: 1
- Accounts: 1
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| YAMSHON HUGH A | SECRETARY | — |
| YAMSHON STEVEN | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CHIEF FINANCIAL OFFICER (+1 more) | — |
| YAMSHON HUGH ALAN | SECRETARY | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| YELLIN-YAMSHON-RUBINSTEIN L.P. | Hedge Fund | — | 21 | $24K | $250K |
More on this firm