FIRST TRUST CAPITAL MANAGEMENT L.P.

225 W. Wacker Drive
Suite 2160
Chicago, Illinois 60606
Tel: 773.828.6700

About FIRST TRUST CAPITAL MANAGEMENT L.P.

FIRST TRUST CAPITAL MANAGEMENT LP, formally registered with the SEC as FIRST TRUST CAPITAL MANAGEMENT LP. The firm was established in 01/03/2022. They have over 2 offices throughout the country.

FIRST TRUST CAPITAL MANAGEMENT L.P. is a Chicago, Illinois based Financial Planning firm with nearly $6,362,876,820 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317825
SEC#	801-122924
Assets Managed by Firm	$6,362,876,820
No. of Clients	51
No. of Advisors	34

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	51	$6,362,876,820
Other investment advisers	Fewer than 5 clients	$5,011,046

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