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Building 2FOURTH STREET PERFORMANCE PARTNERS, INC.

Map pinCOVINGTON, KY
Phone859-491-5556
NotebookSEC #801-41524
Total AUM
$4.8B
Employees
14
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 GARRARD STREET
COVINGTON
KY 41011
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
859-491-5556

ReceiptFinancials

Total AUM
$4.8B
Accounts
107
Discretionary
$1.5B
Accounts
63
Non-Discretionary
$3.3B
Accounts
44

ContactClients

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Individual Clients
23
AUM
$7.5M
HNW Individual Clients
26
AUM
$553.9M
Pension/Profit Sharing Plan Clients
3
AUM
$181.3M
Charitable Organization Clients
50
AUM
$4B
Insurance Company Clients
4
AUM
$68.6M
Corporation or Business Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLHIILINKYMINYOHPATNTXVAVTWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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