Overview
Assets Under Management: $4.8 billion
Headquarters: COVINGTON, KY
High-Net-Worth Clients: 26
Average Client Assets: $21.3 million
Frequently Asked Questions
FOURTH STREET PERFORMANCE PARTNERS, INC. 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 #107339), FOURTH STREET PERFORMANCE PARTNERS, INC. is subject to fiduciary duty under federal law.
FOURTH STREET PERFORMANCE PARTNERS, INC. is headquartered in COVINGTON, KY.
FOURTH STREET PERFORMANCE PARTNERS, INC. serves 26 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, FOURTH STREET PERFORMANCE PARTNERS, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FOURTH STREET PERFORMANCE PARTNERS, INC. manages $4.8 billion in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, FOURTH STREET PERFORMANCE PARTNERS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.46%
Average Client Assets: $21.3 million
Total Client Accounts: 107
Discretionary Accounts: 63
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 107339
Filing ID: 1827515
Last Filing Date: 2024-03-18 11:40:00