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Building 2FIRST TRUST GLOBAL PORTFOLIOS LTD.

Map pinLONDON
Phone+44 203 195 7121
NotebookSEC #801-79653
Total AUM
$338.8M
Employees
34
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 ANGEL COURT
LONDON
EC2R 7HJ
United Kingdom
Operating Hours
0800-1730
Monday - Friday
Phone
+44 203 195 7121
Other Offices
1

ReceiptFinancials

Total AUM
$338.8M
Accounts
6
Discretionary
$338.8M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$303.5M
Pooled Vehicle Clients
2
AUM
$13.2M
Investment Advisor Clients
1
AUM
$9.1M
Insurance Company Clients
1
AUM
$8.3M
Other Clients
1
AUM
$4.7M
Description of Other Clients
FAMILY OFFICE

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Violation FindingSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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