Americafirst Capital Management, LLC (Roseville)


Americafirst Capital Management, LLC is a large advisory firm based in Roseville. It manages $163.28 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Nevada, Texas, and Washington.

Logo

Americafirst Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Americafirst Capital Management: assets under management

The assets under management (AUM) of Americafirst Capital Management, LLC is $163.28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 553% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $163.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.71 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Americafirst Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Americafirst Capital Management, LLC

Rick Allan Gonsalves has been acting as President since 1 Feb 2007. Robert Garfield Roach joined the executive team most recently as the Chief Compliance Officer/Aml Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Rick Allan Gonsalves Ceo/president/cfo/finop/executive rep./member 1 Feb 2007 25% - 50% 2483862
Inc. Renaissance Investment Services Member 1 Feb 2007 Other 20-2815503
Llc Golden State Business Development Group Member 1 Feb 2007 Other 20-2796496
Phillip Peter Borup Member 1 Feb 2007 Other 4446376
Mcgaughy Family Trust Member 1 Feb 2007 Other 56-4786872
Robert Lee Clark Chief operating officer, member 1 Jan 2009 Other 2243288
Dena Michelle Smith Chief compliance officer & aml compliance officer 1 Oct 2009 Other 2487452
Robert Garfield Roach Chief compliance officer/aml officer 1 Mar 2012 Other 2731222

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Michael Mcgaughy Trustee 1 Feb 1997 75% - 100% 5743304
Phillip Peter Borup Sole member 1 Apr 2005 75% - 100% 4446376
Rick Allan Gonsalves Shareholder 1 May 2005 75% - 100% 2483862
Jannie Tang Shareholder 1 May 2005 25% - 50% 5743299

Based in Roseville

The principal office where Americafirst Capital Management, LLC performs its advisory services is located at 8150 Sierra College Blvd., Roseville, CA 95661 9417, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-787-9940 or by fax 916-787-9943. The normal business hours are 6:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.afcm-quant.com.