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First Trust Global Portfolios Limited

● SEC registered since 2014CRD 169173SEC# 801-79653London
Export (members)
Reg. AUM
$338.8M
Employees
34
Accounts
6
Location
London

First Trust Global Portfolios Limited assets under management

First Trust Global Portfolios Limited is an investment advisory firm registered with the SEC based in London. The firm has been registered since 2014. It reports $338.8 million in regulatory assets under management and employs 34 people.

First Trust Global Portfolios Limited owners & executives

12 reported
NameTitleOwnershipSince
Andrew Scott Roggensack ControlDirectorUnder 5%2011
David Gerard McGarel ControlDirectorUnder 5%2016
Derek Norman Fulton ControlChief Executive OfficerUnder 5%2012
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Frequently asked questions

How much does First Trust Global Portfolios Limited manage?

First Trust Global Portfolios Limited reports $338.8 million in regulatory assets under management on its Form ADV.

How many employees does First Trust Global Portfolios Limited have?

First Trust Global Portfolios Limited reports 34 employees.

Where is First Trust Global Portfolios Limited located?

First Trust Global Portfolios Limited is based in London and has been SEC-registered since 2014.

Does First Trust Global Portfolios Limited disclose fund performance?

First Trust Global Portfolios Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8 Angel Court, London EC2R 7HJ
Phone+44 203 195 7121
Office hours0800-1730
SEC regionHQ
Discloses disciplinary historyYes

Regulatory AUM

$338.8M▲ 60%
Mar '25 — $211.2MApr '25 — $211.2MMay '25 — $211.2MJun '25 — $211.2MJul '25 — $211.2MAug '25 — $211.2MSep '25 — $211.2MOct '25 — $211.2MNov '25 — $211.2MDec '25 — $211.2MJan '26 — $211.2MFeb '26 — $211.2MMar '26 — $338.8MApr '26 — $338.8MMay '26 — $338.8MJun '26 — $338.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$338.8Mregulatory AUM
Discretionary $338.8M