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First Trust Global Portfolios Limited
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CRD # | 169173 |
SEC # | 801-79653 |
CIK # | |
AUM | $172.3 MM (2024-03-27) |
Employees | 33 (9% Investors, 0% Brokers) |
Phone | 442031957121 |
Address | 8 Angel Court London, United Kingdom |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
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
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|
CA | 0.2 |
NexPoint Advisors LP
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|
TX | 0.2 |
SAAS Capital LLC
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|
OH | 0.2 |
Aureana Capital Management LLC
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|
NY | 0.2 |
Blueprint Local LLC
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|
VA | 0.2 |
Winthrop Square Capital LP
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|
MA | 0.2 |
Wilshire Quinn Capital Inc
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|
CA | 0.2 |
Capital Impact Advisors LLC
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|
MA | 0.2 |
Legacy Investment Solutions LLC
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|
ID | 0.2 |
GSI Capital Advisors LLC
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|
CA | 0.2 |