|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| First Global UK Limited
✚
|
|
|---|---|
| CRD # | 312469 |
| SEC # | 801-121177 |
| CIK # | |
| AUM | $17.2 M (2025-06-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 442089044942 |
| Address | 46 Station Road North Harrow Middx, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Global Freedom Fund SP A Segregated Portfolio of FG Capital SPC | [2022-07-29] | 0.0 | 10.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 605 | 4.5 |
| (b) Individuals (high net worth individuals) | 27 | 2.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 9.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 634 | 17.2 |
| By Discretionary | ||
| Discretionary | 633 | 7.9 |
| Non-Discretionary | 1 | 9.4 |
| Total | 634 | 17.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.1 | |
| United States Persons | 0.2 | |
| Total | 634 | 17.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| FG Capital Management Ltd | 1 | ||
| Neeraj Khanna | 1 | ||
| Devina Mehra | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ASA Asset Management LLC
✚
|
NY | 0.0 |
|
Rhizome Capital Management LLC
✚
|
0.0 | |
|
The Pacific Group Limited
✚
|
0.0 | |
|
Richmond Quantitative Advisors LLC
✚
|
0.0 | |
|
Excelsior Investment Advisors LLC
✚
|
NY | 0.0 |
|
Argos Global Advisors LLC
✚
|
CA | 0.0 |
|
South Ocean Management Ltd
✚
|
0.0 | |
|
HDI Capital LLC
✚
|
0.0 | |
|
Strategic International Limited
✚
|
0.0 | |
|
Bellwood Capital Fund Advisors LLC
✚
|
0.0 |