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| Fourthought Financial Partners LLC
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|---|---|
| CRD # | 323060 |
| SEC # | 801-126759 |
| CIK # | 0001956790 |
| AUM | 1,927.1 M (2026-04-02) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 941-408-8557 |
| Address | 310 W Venice Avenue Venice, FL 34285 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 48.9 | ||
| Broadcom Inc | 46.5 | ||
| Nvidia Corp | 34.8 | ||
| Chevron Corp | 29.2 | ||
| Apple Inc | 26.1 | ||
| American Tower Corp /MA/ | 25.0 | ||
| FPL Group Inc | 23.3 | ||
| KLA Tencor Corp | 23.2 | ||
| J P Morgan Chase & Co | 21.3 | ||
| Amazon Com Inc | 20.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 569 | 186.9 |
| (b) Individuals (high net worth individuals) | 401 | 1,541.8 |
| (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 | 8 | 5.3 |
| (h) Charitable organizations | 7 | 44.6 |
| (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 | 17 | 148.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,199 | 1,927.1 |
| By Discretionary | ||
| Discretionary | 4,199 | 1,927.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,199 | 1,927.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,927.1 | |
| Total | 4,199 | 1,927.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001956790] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
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