First Trust Capital Management L.P.

Fee-Only (% of Portfolio)Fixed/Hourly

First Trust Capital Management (FTCM) provides investment management services to pooled investment vehicles, including registered funds and private investment funds, and separately managed accounts for other registered investment advisors. FTCM's services include managing investments in various asset classes and strategies, such as equities, fixed income, alternatives, real estate, and private equity. FTCM also offers technology and administrative services to third-party investment advisory firms.

Assets Under Management$8.2B
Clients35
AdvisorsN/A
Avg. per Client$230M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

FTCM primarily manages investments for pooled investment vehicles like mutual funds and private funds, and for other registered investment advisors. The fees for these services are detailed in each fund's prospectus or offering materials. FTCM also offers institutional due diligence and other services, with fees negotiated on a project-by-project basis. It does not appear to offer investment management services directly to individual investors.

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