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FOUR POINTS ADVISORS, LLC
CRD 171720File 801-118971
APPROVED
Retail clients
Disclosure events
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$40.0M
Bottom 25% of cohort (national)
Discretionary AUM
$40.0M
Non-discretionary $10K
Clients
98
171 accounts
Employees
12
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 26, 2020
- Principal office
- 99 PARK AVENUE, FLOOR 8, NEW YORK, NY, 10016
- Phone
- 646-300-6129
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $40.0M
- Discretionary AUM
- $40.0M
- Non-discretionary AUM
- $10K
- Discretionary accounts
- 168
- Non-discretionary accounts
- 3
- Total accounts
- 171
- AUM per client
- $408K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $423K |
| High net worth individuals | 31 | $23.7M |
| Individuals (other than high net worth individuals) | 67 | $15.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
- Q11E2
- Q11E4
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.