Four Points Capital LLC

Overview

Four Points Capital LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals, families and small businesses. The firm runs concentrated, equity-first portfolios: exchange-traded equities are the dominant sleeve of client accounts and drive most day-to-day investment decisions. Four Points structures client relationships on a percentage-of-AUM fee model and does not identify as an active ESG investor or a multi-state adviser. Investment activity centers on separately managed accounts that emphasize liquid, exchange-traded instruments supplemented with mutual fund exposures and a targeted real estate allocation. The firm’s client base and account counts indicate a high-touch, bespoke approach for a limited number of higher-net-worth households rather than mass-market advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices