4lb Investments, LLC

Overview

4lb Investments, LLC is a small, individual-owned advisory firm focused on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and manages assets on a discretionary basis, which indicates it typically implements and rebalances portfolios without seeking client approval for each trade. Its regulatory filings mark it as an unclassified adviser and it is not set up as a multi-state or pension consultant adviser. The firm does not identify as an active ESG investor. Capital allocation and manager selection appear conservative and liquidity-oriented: a large share of assets are held in cash and cash equivalents, and the firm uses third-party managers for at least some alternative exposure. The client base is concentrated on individual and family relationships rather than institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices