F
CRD: 328593
Four Points Capital LLC
Charlotte, NC
5404603768
$29.5M Total AUM
$29.5M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2023
- Office Locations
- 1
Office Locations
-- Charlotte NC
About Four Points Capital LLC
Four Points Capital LLC is a Charlotte-based RIA. The firm has been operating for 2 years. Managing $29.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$29.5M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Fusion prime Radial
Client Personas
Ridge crest
Investment Themes
Vector
Investment Vehicles
Eagle
Services
Insight
Owner & Executives
J
JOHN NEWTON APGAR IV
Chief Compliance Officer, Managing Member
- CRD
- #6077214
- Ownership
- 75% or more
(224) 211-9437
quantum.glacier@foundationcapital.com
in linkedin.com/in/pioneer-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,486,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,486,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,486,000
Equity - Exchange:
19.0% Public Funds:
27.5% Equity - OTC:
53.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,314,687,054 | 19.0% |
| Public Funds | $1,902,836,526 | 27.5% |
| Equity - OTC | $3,701,881,969 | 53.5% |
| Total | $6,919,405,549 | 100.0% |