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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 9 12.50%
of those in investment advisory functions 9 12.50%
Registration SEC, Approved, 04/29/2020
Other registrations (1)
Former registrations

4612 GROUP, LLC

AUM* 745,269,519 26.17%
of that, discretionary 294,881,419 64.88%
Private Fund GAV* 294,881,419 -0.72%
Avg Account Size 62,105,793 36.69%
SMA’s No
Private Funds 7 1
Contact Info (20 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

489M 419M 349M 279M 210M 140M 70M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count7 GAV$294,881,419

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Brochure Summary