Firsthand Capital Management, Inc.
- Regulatory AUM
- $58.6M
- Discretionary
- $58.6M
- Clients
- 3
- Avg AUM / client
- $19.5M
- Accounts
- 3
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | — | — |
| High net worth individuals | 0 | — | — |
| Banking or thrift institutions | 0 | — | — |
| Investment companies | 2 | $58.6M | 100.0% |
| Business development companies | 1 | $0 | — |
| Pension and profit sharing plans | 0 | — | — |
| Charitable organizations | 0 | — | — |
| State or municipal government entities | 0 | — | — |
| Other investment advisers | 0 | — | — |
| Insurance companies | 0 | — | — |
| Sovereign wealth funds and foreign official institutions | 0 | — | — |
| Corporations and other businesses | 0 | — | — |
| Other | 0 | — | — |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Landis, Kevin, Michael | President/Director/Ceo/Portfolio Manager | May 2009 (17y) | 75% or more | |
| Leung, Kelvin, Karfun | Managing Director, General Counsel & Chief Compliance Officer | Jul 2009 (17y) | Less than 5% | |
| Billawala, Omar, Noorudin | Chief Operating Officer | Feb 2010 (17y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗