|
⚲
|
| First Global UK Limited
✚
| |
|---|---|
| CRD # | 312469 |
| SEC # | 801-121177 |
| CIK # | |
| AUM | $18.4 MM (2024-06-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 442089044942 |
| Address | 46 Station Road North Harrow Middx, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Global Freedom Fund SP A Segregated Portfolio of FG Capital SPC | [2022-07-29] | 0.0 | 11.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 549 | 4.0 |
| (b) Individuals (high net worth individuals) | 39 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 9.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 590 | 18.4 |
| By Discretionary | ||
| Discretionary | 588 | 9.1 |
| Non-Discretionary | 2 | 9.3 |
| Total | 590 | 18.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.1 | |
| United States Persons | 0.4 | |
| Total | 590 | 18.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| FG Capital Management Ltd | 1 | ||
| Neeraj Khanna | 1 | ||
| Devina Mehra | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grand SLAM Asset Management LLC
✚
|
NJ | 0.0 |
|
NK Capital LLC
✚
|
NY | 0.0 |
|
R Cubed Global Capital Inc
✚
|
WA | 0.0 |
|
Taylor Hoffman Capital Management LLC
✚
|
VA | 0.0 |
|
Excelsior Investment Advisors LLC
✚
|
NY | 0.0 |
|
Argos Global Advisors LLC
✚
|
CA | 0.0 |
|
South Ocean Management Ltd
✚
|
0.0 | |
|
Strategic International Limited
✚
|
OH | 0.0 |
|
Bellwood Capital Fund Advisors LLC
✚
|
0.0 | |
|
KCPS Capital Management Ltd
✚
|
0.0 |