First Trust Capital Management (“FTCM”) is a privately-owned alternative investment research and asset management firm that advises investment advisors, family offices, and high net worth individuals. FTCM was created on the belief that an independent firm was the best way to ensure our clients were served with their greatest interests in mind – both in terms of customized alternative investment solutions and a streamlined operational experience when investing in private and liquid alternatives.
FTCM houses a specialized business unit called FT Alternative Investment Research. This dedicated investment research team operates as a supportive unit to our advisor clients as well as a resource for a select group of institutional clients and family offices. The sole purpose of this dedicated team is to find investment solutions to enhance client portfolios. In 2024, FT AIR:
-
Performed initial review of 500 investment strategies and opportunities
-
Made 12 new primary fund commitments and closed on over 60 direct transactions
-
Participated in over 25 capital introduction events and attended 15 top-tier industry conferences
Investment due diligence covers all asset classes and strategies, wherein the Research Team maintains a proprietary database of portfolio managers and all related correspondence. Importantly, the Research Team does not perform database screens to identify prospective portfolio managers. The vast majority of currently sourced funds and strategies have come through our extensive network and reach within the investment community as opposed to any screening process. We perform ongoing due diligence on our approved managers to ensure that are adhering to their style, process and investment mandate.
