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Building 2FOURPOINTS ASSET MANAGEMENT, INC.

Map pinNEW YORK, NY
Phone212-687-3290
NotebookSEC #801-16774
Total AUM
$131.9M
Employees
3
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 LEXINGTON AVENUE
SUITE 750
NEW YORK
NY 10174
United States
Operating Hours
9:00AM-5:30PM
Monday - Friday
Phone
212-687-3290

ReceiptFinancials

Total AUM
$131.9M
Accounts
37
Discretionary
$131.9M
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$630.2K
HNW Individual Clients
28
AUM
$49.6M
Pooled Vehicle Clients
3
AUM
$67M
Charitable Organization Clients
2
AUM
$14.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
TRUSTS AND ESTATES AND CHARITABLE INSTITUTIONS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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