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Building 2FIRST TRUST CAPITAL MANAGEMENT L.P.

Map pinCHICAGO, IL
Phone773.828.6700
NotebookSEC #801-122924
Total AUM
$12.3B
Employees
62
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 W. WACKER DRIVE
SUITE 2160
CHICAGO
IL 60606
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
773.828.6700
Other Offices
1

ReceiptFinancials

Total AUM
$12.3B
Accounts
40
Discretionary
$11.3B
Accounts
23
Non-Discretionary
$968.4M
Accounts
17

ContactClients

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Investment Company Clients
25
AUM
$7.7B
Pooled Vehicle Clients
15
AUM
$4.6B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ILIN

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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