FOURSIXTHREE CAPITAL LP

RIASEC RegisteredEst. 2021
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$318M
Accounts
10
Employees
19
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
311299
Registered since
January 11, 2021
Website
463cap.com
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles79.99%
  • Other20.01%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Foursixthree Capital LP is a limited partnership that operates as a hedge fund manager and registered adviser since 2021. The firm targets institutional clients and principally manages pooled investment vehicles, acting in CPO/CTA capacities and serving as sponsor or general partner for its products. Its compensation model combines a percentage-of-assets fee with performance-based fees. The firm does not position itself as a capital allocator to third-party managers and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 28%, Non-Investment Grade Corp Bonds 23%, Exchange Traded Equities 11%, Other 11%, Investment Grade Corp Bonds 9%, Derivatives 9%, Non-Exchange Traded Equities 4%, US Government Bonds 3%, State & Local Bonds 2%28%
  • Cash & Cash Equivalents28%
  • Non-Investment Grade Corp Bonds23%
  • Exchange Traded Equities11%
  • Other11%
  • Investment Grade Corp Bonds9%

Owners & executives

1 of 1

  • RICHARD BALKAN

    Co Founder and Chief Investment OfficerCRD 2918819

Contacts

3 of 3

  • ANDREW NEWTON

    Co-Founder/Head of ResearchCRD 2973257

  • Rayan Joshi

    Co-FounderCRD 7318558

  • WILLIAM KELLY

    Co-FounderCRD 1799694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
520 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth