Fourpoints Asset Management, Inc. is a large advisory firm based in New York. It manages $111.89 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Fourpoints Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and trusts and estates and charitable institutions. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fourpoints Asset Management, Inc. is $111.89 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and $8.12 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Fourpoints Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of Zoltan Hankovszky is pooled investment vehicles with 3 clients and $55.87 million of assets under management. Among the 7 most similar advisory firms, Fourpoints Asset Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $111.89 million for 37 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 5% of the firm’s clients are foreign persons or businesses.
Fourpoints Asset Management also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Zoltan Hankovszky has been acting as President since 1 Oct 1998. Nathalie Martin Pelras joined the executive team most recently as the Director.
The principal office where Fourpoints Asset Management, Inc. performs its advisory services is located at One Penn Plaza, New York, NY 10119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-687-3290 or by fax 212-687-3418. The normal business hours are 9:00am-5:30pm on Monday - Friday. You can find more information about the New York firm at fourpointsam.com.