FIRST TRUST INVESTMENT SOLUTIONS L.P.
FIRST TRUST INVESTMENT SOLUTIONS L.P. of NAPLES, FL is an SEC-registered investment adviser (CRD 328327). Regulatory assets under management: $518.1M.
Registration
- CRD: 328327
- SEC file number: 801-128828
- Type: Registered investment adviser
- Location: 9130 GALLERIA COURT, SUITE 202, NAPLES, FL, 34109
- Phone: (239) 219-0550
- Latest filing: 2024-05-29
- Regulatory AUM: $518.1M
- Discretionary AUM: $518.1M
- Clients: 8
- Accounts: 800
Officers, owners & control persons (7)
| Name | Role | Location |
|---|
| HUGHES JUSTIN JAMES | CHIEF EXECUTIVE OFFICER | — |
| CARR JAN ROBERT | CHIEF OPERATIONS OFFICER | — |
| BOWEN JAMES ALLEN | SOLE SHAREHOLDER | — |
| DYKAS JAMES MARTIN | CHIEF FINANCIAL OFFICER | — |
| Kasting Jonathan G | CHIEF COMPLIANCE OFFICER | — |
| ERNDL KEVIN M | CHIEF INVESTMENT OFFICER | — |
| KNIERIM CHRISTINA LYNNE | CONTROLLER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| FTIS ENHANCED LIQUID INCOME FUND MASTER FUND, LP | Hedge Fund | — | 61 | $47.9M | $250K |
Fund service providers (1)
- administrator: SS&C TECHNOLOGIES, INC
More on this firm