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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| First Trust Global Portfolios Limited
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|---|---|
| CRD # | 169173 |
| SEC # | 801-79653 |
| CIK # | |
| AUM | $211.2 M (2025-03-28) |
| Employees | 34 (9% Investors, 0% Brokers) |
| Phone | 442031957121 |
| Address | 8 Angel Court London, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 181.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 14.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 7.6 |
| (k) Insurance companies | 0 | 5.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 2.7 |
| Total | 6 | 211.2 |
| By Discretionary | ||
| Discretionary | 6 | 211.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 211.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.7 | |
| United States Persons | 195.5 | |
| Total | 6 | 211.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Donald Smith LP
✚
|
NY | 0.2 |
|
SR Alternative Credit LLC
✚
|
CT | 0.2 |
|
Deepwork Capital LLC
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|
FL | 0.2 |
|
Pacific Management Partners LLC
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|
0.2 | |
|
OT Management LLC
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|
MA | 0.2 |
|
Ironarc Management LLC
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|
TX | 0.2 |
|
White Rock Oil & Gas Holdings LLC
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|
TX | 0.2 |
|
Magnetar Asset Management LLC
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|
IL | 0.2 |
|
MTC Wealth Management LLC
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|
FL | 0.2 |
|
EKON Advisors LLC
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|
MO | 0.2 |