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FIRST TRUST CAPITAL MANAGEMENT L.P.

CRD 317825 · SEC 801-122924

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225 W. WACKER DRIVE, SUITE 2160, CHICAGO, IL, 60606, United States

Phone

773.828.6700

Fax

847.386.2910

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$12.28B

Discretionary AUM

$11.31B

Team

62 total employees; 24 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Investment companies25$7.72B
Pooled investment vehicles15$4.56B

States served

CO, IL, IN

All web addresses on file

Official SEC filing: View on IAPD