other names
  • FIRST GROWTH CAPITAL LLC
  • PARKRIDGE|JCAM
  • PARKRIDGE
  • JOY CAPITAL LLC

Adviser Profile

As of Date 03/17/2026
Adviser Type - Large advisory firm
Number of Employees 4 33%
of those in investment advisory functions 1 -50%
Registration SEC, Approved, 09/24/2019
AUM* 130,622,527 -28%
of that, discretionary 130,622,527 -28%
Private Fund GAV* 0 -100%
Avg Account Size 1,949,590 119%
% High Net Worth 76.12% 21%
SMA’s Yes
Private Funds 0 1
Contact Info 202 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

198M 169M 141M 113M 85M 56M 28M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name RICHEY MAY & CO Filing Date10/28/2025 Form ADV-E View Report

Brochure Summary