First Trust Global Portfolios Limited

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Assets, Funds, Holdings

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First Trust Global Portfolios Limited
CRD #169173
SEC #801-79653
CIK #
AUM $172.3 MM (2024-03-27)
Employees 33 (9% Investors, 0% Brokers)
Phone442031957121
Address8 Angel Court
London, United Kingdom
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 149.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 18.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 2 5.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5 172.3
By Discretionary
Discretionary 3 171.5
Non-Discretionary 2 0.9
Total 5 172.3
By Non-United States Persons
Non-United States Persons 23.2
United States Persons 149.1
Total 5 172.3
Comparable Firms State AUM ($BB)
Plexo Capital Management LLC
CA 0.2
NexPoint Advisors LP
TX 0.2
SAAS Capital LLC
OH 0.2
Aureana Capital Management LLC
NY 0.2
Blueprint Local LLC
VA 0.2
Winthrop Square Capital LP
MA 0.2
Wilshire Quinn Capital Inc
CA 0.2
Capital Impact Advisors LLC
MA 0.2
Legacy Investment Solutions LLC
ID 0.2
GSI Capital Advisors LLC
CA 0.2
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