First Trust Advisors Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1991

Year Founded

  • Professionals
  • 95

Professionals

  • AUM

First Trust Advisors General Information

Description

First Trust Advisors is an investment advisory firm based in Wheaton, Illinois. Established in 1991, the firm offers portfolio evaluation, mutual funds, supervisory, financial advisory, consulting services, and administrative services. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Year Founded
1991
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Chief Executive Officer, Executive Committee Member & Chairman Board of Trustee
Email
Phone
Corporate Office
  • 120 East Liberty Drive
  • Suite 400
  • Wheaton, IL 60187
  • United States
+1 (630)

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First Trust Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

First Trust Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

First Trust Advisors Team (10)

Name Title Office
James Bowen Chief Executive Officer, Executive Committee Member & Chairman Board of Trustee Wheaton, IL
Andrew Roggensack President Wheaton, IL
David Mcgarel Managing Director, Chief Operating Officer, Chief Investment Officer & Head of Strategy Research Group Wheaton, IL
Daniel Lindquist Managing Director Wheaton, IL
Robert Hall Managing Director Wheaton, IL
You’re viewing 5 of 10 team members. Get the full list »

First Trust Advisors Board Members (1)

Name Representing Role Since
James Bowen First Trust Advisors Chief Executive Officer, Executive Committee Member & Chairman Board of Trustee
To view First Trust Advisors’s complete board members history, request access »

First Trust Advisors FAQs

  • When was First Trust Advisors founded?

    First Trust Advisors was founded in 1991.

  • Who is the CEO of First Trust Advisors?

    James Bowen is the CEO of First Trust Advisors.

  • Where is First Trust Advisors headquartered?

    First Trust Advisors is headquartered in Wheaton, IL.

  • How many Assets Under Management (AUM) does First Trust Advisors have?

    First Trust Advisors has in assets under management.

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