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| Four Points Advisors LLC
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| |
|---|---|
| CRD # | 171720 |
| SEC # | 801-118971 |
| CIK # | |
| AUM | $30.6 MM (2024-05-01) |
| Employees | 6 (83% Investors, 67% Brokers) |
| Phone | 646-300-6129 |
| Address | 99 Park Avenue New York, NY 10016 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 8.9 |
| (b) Individuals (high net worth individuals) | 31 | 20.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 30.6 |
| By Discretionary | ||
| Discretionary | 118 | 30.2 |
| Non-Discretionary | 4 | 0.4 |
| Total | 122 | 30.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.6 | |
| Total | 122 | 30.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Maderer Keith Daniel
✚
|
NY | 0.0 |
|
MPMG & Partners USA LLC
✚
|
NY | 0.0 |
|
Fiorile & Associates LLC
✚
|
NY | 0.0 |
|
Coastal Private Wealth Management LLC
✚
|
NY | 0.0 |
|
Beechtree Capital Investment Inc
✚
|
NY | 0.0 |
|
Modern Capital Group LLC
✚
|
NY | 0.0 |
|
Sound & Secure Advisors LLC
✚
|
NY | 0.0 |
|
International Financial Planning LLC
✚
|
FL | 0.0 |
|
Malatai Capital LLC
✚
|
NY | 0.0 |
|
Exclusive Resource Management LLC
✚
|
NY | 0.0 |