FOUR WOOD CAPITAL ADVISORS
  • FOUR WOOD CAPITAL ADVISORS
  • FOUR WOOD CAPITAL ADVISORS LLC

Adviser Profile

As of Date 09/08/2024
Registration status Terminated
ADV Location MONTCLAIR, NJ, United States
Contact Info 212 xxxxxxx
Websites
AUM* 125,000,000 -44%
of that, discretionary 0
Number of Employees 1 -83%
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 41,666,667
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

391M 335M 279M 223M 167M 112M 56M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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