9AT: 4612 GROUP, LLC

other names

4612 GROUP, LLC

Adviser Profile

As of Date	08/13/2025
ADV Location	ATLANTA, GA, United States
Adviser Type - Large advisory firm
Number of Employees	9 13%
of those in investment advisory functions	9 13%
Registration	SEC, Approved, 04/29/2020
Other registrations (1)	SEC, ERA - Withdrawn, 03/30/2020
Former registrations	4612 GROUP, LLC

AUM^*	745,269,519 26%
of that, discretionary	294,881,419 65%
Private Fund GAV^*	294,881,419 -1%
Avg Account Size	62,105,793 37%
% High Net Worth	< 0.01% -100%
SMA’s	No
Private Funds	7
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

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

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GILL CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund30.1m	Total Private Fund GAV30.1m	AUM790.0m	#Funds1
Adviser STRATEGY ASSET MANAGERS L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund6.4m	Other Fund-	Total Private Fund GAV12.8m	AUM741.5m	#Funds3
Adviser JACKSON HOLE CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund45.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund56.1m	Total Private Fund GAV101.2m	AUM967.5m	#Funds12
Adviser POWER SUSTAINABLE MANAGER US, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund73.0m	Total Private Fund GAV73.0m	AUM715.0m	#Funds3
Adviser GOODMAN FINANCIAL CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM864.9m	#Funds-
Adviser BOREALIS STRATEGIC CAPITAL PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund560.5m	Total Private Fund GAV560.5m	AUM560.5m	#Funds8
Adviser SPICEWOOD MINERAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund605.9m	Total Private Fund GAV605.9m	AUM605.9m	#Funds8
Adviser DUDLEY & SHANLEY, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund250.4m	Total Private Fund GAV250.4m	AUM713.0m	#Funds3
Adviser GPB CAPITAL HOLDINGS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds1
Adviser CHATHAM CAPITAL GROUP INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund54.1m	Total Private Fund GAV54.1m	AUM780.6m	#Funds2

Brochure Summary

Overview

4.A. Advisory Firm Description 4612 Group was formed in July 2016 as a limited liability company under the laws of the State of Georgia and its primary place of business is located in Atlanta, Georgia. The principal owner is J.T. King. 4.B. Types of Advisory Services 4612 Group provides services which consist of: a) direct private capital investments into companies via private pooled investment vehicles (“Private Funds”) ; b) wealth management services, on a non-discretionary basis to high-net-worth individuals and family offices (“Clients”) and c) consulting services to companies as discussed below. 4.C. Client Investment Objectives/Restrictions Private Funds. 4612 Group provides discretionary portfolio management services to private pooled investment vehicles in accordance with the investment guidelines set forth in each Private Fund’s offering documents. 4612 Group is responsible for the investment decisions and performance of the Private Funds. 4612 Group does not tailor its investment advice to the needs of investors in the Private Funds. Wealth Management Services. 4612 Group offers wealth management services focused on portfolio management and asset allocation. 4612 Group begins its wealth management process by discussing each Client’s financial goals, investment objectives and personal risk tolerance before any investment advice is given. Specifics for each Client are fully documented. Recognizing the uniqueness of each Client, Client portfolios

vary in structure based on needs, size, and economic and market trends at the time. Client portfolios may be invested in a wide variety of securities, but generally include a mix of equities (e.g., common stocks, preferred stocks, exchange traded funds and mutual funds), fixed income (e.g., corporate, municipal, U.S. Treasury, and other government and agency), alternatives (e.g., hedge funds, private equity, and venture capital) and cash and cash equivalents (e.g., money market and U.S. Treasury bills). Clients are able to request reasonable restrictions on investments in certain securities or types of securities. Notice of requested restrictions is required to be given to 4612 Group in writing, and is subject to 4612 Group’s agreement that it can manage the Client’s account with the restrictions. Consulting Services. For its consulting services, 4612 Group offers investment advice to Clients regarding evaluation of strategic alternatives for actions including but not limited to debt financing options, equity capital raises and sale of businesses/assets. 4612 Group performs financial analysis, due diligence and related services in this regard. 4612 Group considers and communicates to its Clients various impacts such strategic alternatives might have on the Clients’ valuation and overall leverage risks. 4.D. Assets Under Management As of December 31, 2023, 4612 Group manages approximately $297,030,742 on a discretionary basis and $433,314,566 on a non-discretionary basis.

4612 GROUP, LLC

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