F
$26.0M Total AUM
$14.4M Disc. AUM
6.8% 3Y CAGR
3 Employees
746 ADV. Clients
27 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Optima vectorRadial +more
- Established Date
- 10-01-1998
- Office Locations
- 1
Office Locations
46 Station Road North Harrow, Middx --
About First Global
First Global is a North Harrow, Middx-based RIA. The firm has been operating for 27 years. Managing $26.0M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$13.0M AVG AUM / ADVISOR
$34.9K AVG AUM / CLIENT
12.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
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Accredited Investors
Oak delta
Asset Classes
Optima horizon Unison alpha Matrix glacier Vital optima Catalyst vertex Legacy foundation Capital summit Optima Bridge timber Momentum fusion Matrix Ridge value Radial
Client Personas
Delta unison
CRM
Delta harbor
Custodian
Oak Beacon matrix Vertex horizon Vertex value Timber Signal Vector delta Peak frontier Catalyst timber Foundation Quantum
Investment Themes
Insight Delta Vector north Oak Frontier Fusion Eagle
Investment Vehicles
North alpha Unison summit Wave frontier
Services
Radial Signal meridian Pathway Timber
Technology
Peak pathway Horizon capital Capital delta
Owner & Executives
N
Neeraj Khanna
Chief Compliance Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(291) 803-8594
glacier.beacon@fusioncapital.com
in linkedin.com/in/vector-vector
D
DEVINA MEHRA
DIRECTOR, Founder
- CRD
- --
- Ownership
- Less than 5%
(985) 903-3861
vertex.pathway@radialcapital.com
in linkedin.com/in/crest-peak
S
Summit matrix
Ember pathway
- CRD
- #61562
- Ownership
- 5.9%
(698) 723-4412
meridian.horizon@alphacapital.com
in linkedin.com/in/bridge-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,385,529 | $19,309 |
| Non-Discretionary | $11,645,085 | $11,645,085 |
| Total | $26,030,614 | $34,894 |
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Separately Managed Accounts
Total SMA Asset: $14,356,448
Equity - Exchange:
21.3% Cash:
78.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,791,460,095 | 21.3% |
| Cash | $6,619,150,681 | 78.7% |
| Total | $8,410,610,776 | 100.0% |