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Four Points Advisors LLC
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CRD # | 171720 |
SEC # | 801-118971 |
CIK # | |
AUM | $37.0 M (2025-07-08) |
Employees | 7 (100% Investors, 86% Brokers) |
Phone | 646-300-6129 |
Address | 99 Park Avenue New York, NY 10016 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($M) |
---|
AUM Breakdown | Accounts | AUM ($M) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 52 | 10.4 |
(b) Individuals (high net worth individuals) | 29 | 26.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 131 | 37.0 |
By Discretionary | ||
Discretionary | 128 | 36.8 |
Non-Discretionary | 3 | 0.2 |
Total | 131 | 37.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 37.0 | |
Total | 131 | 37.0 |
Comparable Firms | State | AUM ($B) |
---|---|---|
Arrival Capital Management LLC
✚
|
NY | 0.0 |
Rosci Lamb LLC
✚
|
NY | 0.0 |
FG Advisory Services LLC
✚
|
0.0 | |
Bill Losey Retirement Solutions LLC
✚
|
0.0 | |
O'Brien Capital Management Inc
✚
|
NY | 0.0 |
Qapital Invest LLC
✚
|
NY | 0.0 |
Sabbia Faro Wealth Management LLC
✚
|
0.0 | |
Pushkin Advisory Group LLC
✚
|
FL | 0.0 |
Dubeau Capital USA Inc
✚
|
0.0 | |
Matienzo Laffourcade Juan Francisco
✚
|
0.0 |