Overview
Assets Under Management: $490 million
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
FOURPOINTS INVESTMENT MANAGERS S.A.S is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164612), FOURPOINTS INVESTMENT MANAGERS S.A.S is subject to fiduciary duty under federal law.
FOURPOINTS INVESTMENT MANAGERS S.A.S serves 46 high-net-worth clients according to their SEC filing dated April 01, 2024. View client details ↓
According to their SEC Form ADV, FOURPOINTS INVESTMENT MANAGERS S.A.S offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
FOURPOINTS INVESTMENT MANAGERS S.A.S manages $490 million in client assets according to their SEC filing dated April 01, 2024.
According to their SEC Form ADV, FOURPOINTS INVESTMENT MANAGERS S.A.S serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 164612
Last Filing Date: 2024-04-01 00:00:00
Website: https://fourpointsim.com