North Fourth Asset Management, Lp
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Overview
North Fourth Asset Management, Lp is a financial advisor company located in New York, New York. The firm handles $436.4 million in total assets across five client accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 5 financial advisors. North Fourth Asset Management, Lp is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets such as bonds, options and stocks.
North Fourth Asset Management, Lp manages all of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions without requiring client authorization. The company's average account size is $87.3 million. The average advisor at North Fourth Asset Management, Lp administers around one client account, placing it among the most individualized advisor firms in the country.
North Fourth Asset Management, Lp's central office is located at 460 Park Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
North Fourth Asset Management, Lp by the Numbers
$436.4 million
6
5
$87.3 million
Fee Structure
A financial advisor's fees largely depend on which services the firm provides the client. However, fee types charged by North Fourth Asset Management, Lp most likely consist of any blend of the following fee types: asset-based or performance-based. North Fourth Asset Management, Lp does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive 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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its five customers, North Fourth Asset Management, Lp's biggest client group by number of accounts is pooled investment vehicles. Around 80% of the firm's accounts are non-U.S. persons.
- 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
North Fourth Asset Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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