Sathish Veeraraghavan
First Principles Investment Management · Los Gatos, California
Sathish Veeraraghavan is a fee-only financial advisor at First Principles Investment Management in Los Gatos, California, who holds the CFA credential. First Principles Investment Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | First Principles Investment Management |
|---|---|
| Based in | Los Gatos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $11.8M across 35 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6604609 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.firstprinciplesinvestment.com |
| Profile |
How Sathish's firm compares
- First Principles Investment Management's average account is about $338,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Sathish
Is Sathish Veeraraghavan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sathish holds no broker registration, and First Principles Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sathish charge for financial advice?
Sathish's firm, First Principles Investment Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Sathish Veeraraghavan based?
Sathish Veeraraghavan is based in Los Gatos, California.
What credentials does Sathish Veeraraghavan hold?
Sathish Veeraraghavan holds the CFA credential.
Is Sathish Veeraraghavan registered with the SEC?
Yes. Sathish Veeraraghavan is registered as an investment adviser representative in CA and TX (CRD 6604609), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does First Principles Investment Management manage?
First Principles Investment Management reports $11.8M across 35 accounts in assets under management.
How do I contact Sathish Veeraraghavan?
Through Sathish's website, www.firstprinciplesinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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