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FOURPOINTS INVESTMENT MANAGERS S.A.S
CRD 164612File 801-76849
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2024
Feed vintage Aug 17, 2026
Regulatory AUM
$490.2M
Above cohort median (national)
Discretionary AUM
$490.2M
Clients
467
467 accounts
Employees
12
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 30, 2012
- Principal office
- 162 BOULEVARD HAUSSMANN, PARIS, 75008
- Phone
- 011.331.8669.6065
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $490.2M
- Discretionary AUM
- $490.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 467
- Non-discretionary accounts
- 0
- Total accounts
- 467
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $185K |
| High net worth individuals | 46 | $115.6M |
| Pooled investment vehicles | 12 | $260.8M |
| Individuals (other than high net worth individuals) | 408 | $113.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.