Fourworld Capital Management LLC
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Overview
Fourworld Capital Management LLC is a financial advisory firm based in New York, New York. It administers $846.7 million in assets throughout 25 accounts, making it one of the larger firms in the country by assets under management (AUM). The company has a small team, including 8 financial advisors. Fourworld Capital Management LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments like bonds, equities and options.
Fourworld Capital Management LLC oversees more than half of the company's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions for the client's account without requiring client consent. It also oversees 12 non-discretionary accounts with a total of $122.9 million in assets under management. The investment advisory firm's typical account size is $33.9 million. The typical advisor at Fourworld Capital Management LLC oversees around three client accounts, placing it among the most personalized firms in the country.
The firm's central office is located at 7 World Trade Center, New York, New York 10007.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fourworld Capital Management LLC by the Numbers
$846.7 million
12
25
$33.9 million
Fee Structure
A financial advisor's fees largely vary depending on the financial services offered. Fees billed by the firm most likely include some combination of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles and corporations. Out of its 25 clients, Fourworld Capital Management LLC's biggest client is pooled investment vehicles. Around 40% of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fourworld Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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