NORTH HARROW, MIDDXCRD 312469Latest ADV June 30, 2025
First Global is an SEC registered investment adviser with a primary office location in North Harrow, Middx. Its latest Form ADV filing, dated June 30, 2025, reports $17M in regulatory assets under management, 3 employees, and 634 accounts.
Assets Under Management
$17M
Employees
3
Offices
--
Total Clients
634
Primary office
NORTH HARROW, MIDDX
46 STATION ROAD, NORTH HARROW, MIDDX, United Kingdom
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.4% of total clients.
Top client categories% of clientsClients
1
Individuals
95.4%
605
2
HNWI
4.3%
27
3
Investment Cos.
0.2%
1
4
Pooled Investment Vehicles
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17Mas of June 30, 2025
Discretionary45.7%
$8M
46% of total RAUM45.7%
Non-discretionary54.3%
$9M
54% of total RAUM54.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$17M
Total Accounts634
10Y AUM Change+$9M (+121.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee211:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.