Fourth Sail Capital US LP

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Fourth Sail Capital US LP
CRD #332445
SEC #801-130914
CIK #0001803158
AUM 3,673.3 M (2026-03-27)
Employees 3 (67% Investors, 0% Brokers)
Fees
Minimum
Phone646-355-2764
Address5355 Town Center Road
Boca Raton, FL 33486
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02010201520212027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
Item 5: Fees and Compensation

Management Fee

Investors in the Feeder Funds are charged a fee for investment management services based on
assets under management (the “Management Fee”), which is set forth in the Feeder Funds’
Governing Documents. Fourth Sail receives an annual management fee of 1.5% to 2% per
annum in respect of the net asset value (“NAV”) of the relevant class of shares or interests
attributable to each Investor’s investment in the Master Fund. The Management Fee is payable
monthly in arrears as soon as practicable after the end of each calendar month. Fourth Sail
may, in its sole discretion, waive, rebate, or decrease the Management Fee that is payable in
whole or in part, in respect of certain Investors. The Feeder Funds may from time to time
enter into Side Letters providing for changes in management fees.

In addition, the Feeder Funds pay, on behalf of the SPV, a Management Fee of 1% per annum
in respect of the NAV of each Investor's interest in the SPV, payable monthly in arrears,
pursuant to the Governing Documents of the SPV.

Performance Based Compensation

In addition to the Management Fee, Fourth Sail receives performance-based compensation in
the form of a performance fee or performance allocation (the “Performance Fee”) which
is set forth in the Feeder Funds’ Governing Documents. The Performance Fee will accrue
monthly as at the close of business on each valuation day and will be paid annually in arrears.
Investors redeeming as of a date that is not the fiscal year end for the Funds will be assessed
a Performance Fee calculated on a “crystallized” basis. Fourth Sail in its sole discretion, may
reduce, waive, rebate, or modify the Performance Fee with respect to certain investors.

The Feeder Funds may also be subject to pay, on behalf of the SPV, a carried interest of 10%
of realized gains over the original cost and related expenses of the SPV investment, calculated
and payable upon the sale or other disposition of the SPV investment, with respect to each
Investor holding an interest in the SPV, pursuant to the Governing Documents of the SPV.
Such carried interest is calculated on a realized basis only and is not netted against the
Performance Fee applicable to the appropriate Master Fund.

Other Costs and Expenses

The Funds bears all costs and expenses related to their investments and operations, including,
without limitation, brokerage and other transaction costs, clearing and settlement charges,
interest and commitment fees on debit balances or borrowings, borrowing charges on
securities sold short, costs of any liability insurance obtained on behalf of the Funds or the
Advisory Board, custody fees, costs of any litigation or investigation involving the Funds
activities, indemnification expenses, research and investment consultancy expenses, the
Management Fee, remuneration of independent advisors of the Funds, out of pocket expenses
incurred by the Advisory Board of the Funds, the Performance Fee, the fees and expenses of
professionals providing services to the Funds, including legal, audit, accounting, tax,
administration, fees and expenses of the members of the Advisory Board, regulatory costs,
any issue or transfer taxes chargeable in connection with any securities transactions, any entity
level taxes, corporate fees payable to governments or agencies, regulatory filing and license
fees, all fees payable to third party service providers in connection with trade confirmation,
holdings and order reconciliation, communication or information expenses with respect to
Investor services, expenses of meetings of Investors and of preparing, printing and distributing
financial and other reports, proxy forms, offering memoranda and similar documents, the cost
of obtaining and maintaining any future listing of the Funds’ shares or interests on any stock

Fourth Sail Capital US LP                                                     Form ADV Part 2A

exchange and any extraordinary fees and expenses incurred by Fourth Sail on behalf of the
Funds. Such expenses are generally shared by all of the Investors; provided, however, that
certain expenses related to a particular series or class of shares or interests will only be applied
to such series or class.

The SPV does not maintain independent cash balances sufficient to pay advisory fees and
expenses. As a result, fees and expenses attributable to the SPV are paid directly by the Feeder
Funds on behalf of the SPV.

Sales Compensation

Fourth Sail and its Employees do not receive (directly or indirectly) any compensation from
the purchase or sale of securities or investments for the Funds. Fourth Sail and its Employees
do not receive (directly or indirectly) sales commissions in connection with sales of interests
in the Funds.

Fourth Sail Capital US LP                                                    Form ADV Part 2A
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
Item 7: Types of Clients

Fourth Sail currently provides investment advisory services for the ultimate benefit of the
Funds. Investors in the Funds primarily include but are not limited to Institutional Investors.

The minimum initial investment amount for the Fourth Sail Long Short LLC is USD $1,000,000
and the minimum initial investment amount for the Fourth Sail Discovery LLC is USD
$5,000,000. In certain circumstances, minimum investment amounts may be amended by the
General Partner in consultation with the Advisory Board and Fourth Sail.

Fourth Sail Capital US LP                                                     Form ADV Part 2A
Sector Form 13F Holdings Value ($M)
NCR Atleos LLC 88.4
MercadoLibre Inc 57.0
Brinks Co 43.1
Smithfield Foods Inc 31.2
Dlocal Ltd 29.4
Telecom Argentina Sa 29.2
LOMA Negra Compania Industrial Argentina Sociedad Anonima 27.4
Teck Resources Ltd 25.8
Vizsla Silver Corp 25.0
Liberty Latin America Ltd 24.3
View All
Holdings by Sector ($M)
70056042028014002024202520262027
Type Form D Funds Date Sold AUM
Other FSC SP-01 LP 2026-03-27 45.4 M
HF Fourth Sail Discovery LLC [2019-03-20] 243.7 M 232.1 M
Filed 2026-03-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Fourth Sail Long Short LLC [2018-09-24] 357.2 M 3,395.8 M
Filed 2026-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 7 3.7
(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 7 3.7
By Discretionary
Discretionary 7 3.7
Non-Discretionary 0 0.0
Total 7 3.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.7
Total 7 3.7
Form D Directors Role # Filings # Firms 2011 - 2026
Ian Pilgrim Director 148 19
Gary Carr Director 9 5
Anne Wynne Executive Officer 16 4
David Halpert Executive Officer 20 3
Peter McKown Executive Officer 19 3
Prince Street Capital Management LLC Executive Officer 10 3
Fourth Sail Capital LP Executive Officer 4 2
Prince Street Latam Partners LLC Executive Officer 2 2
Ceiba Latin America Ltd Executive Officer 2 2
Ariel Merenstein Director 2 2
View All
EDGAR Form CIK 2011 - 2026
13F-HR [0001803158]
SC 13G [0001803158]
Form 13D/13G Filer Form 13D/13G Subject Filed
Fourth Sail Capital LP Calavo Growers Inc [2026-02-24]
Fourth Sail Capital LP Geopark Ltd [2025-10-14]
Fourth Sail Capital LP Ur-Energy Inc [2025-05-09]
Fourth Sail Capital LP Bioceres Crop Solutions Corp [2025-05-09]
Fourth Sail Capital LP MAC Copper Ltd [2025-05-09]
Fourth Sail Capital LP Bioceres Crop Solutions Corp [2025-02-10]
Fourth Sail Capital LP MAC Copper Ltd [2025-02-10]
Fourth Sail Capital LP Bioceres Crop Solutions Corp [2025-02-10]
Fourth Sail Capital LP Bioceres Crop Solutions Corp [2024-10-23]
Fourth Sail Capital LP Ur-Energy Inc [2024-08-02]
View All
Firm Profile (Form ADV)
Discretionary AUM$1.5B
Clients6 (33 non-US)
ServesInstitutional
Fund TypesHedge Fund
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