FOURTH REALM LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FREMONT, California
CRD number
315192

Firm profile

FINTRX

Overview

Fourth Realm LLC is a small, individually owned limited liability company that operates as an unclassified advisory entity. Publicly available metadata indicates the firm is not flagged as a capital allocator, multi-state adviser, pension consultant, or an active ESG investor. Its observable business activity centers on advising private fund vehicles rather than managing a traditional roster of retail or high-net-worth client accounts. The firm does not report a registration year with the SEC in the data provided. Fee structure, specific advisory services, and client segments are not detailed in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • Jack Coleman

    General PartnerCRD 7507981

  • Kendrick Kho

    General Partner and Co-FounderCRD 7507975

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FREMONT, CA

ALAMEDA

Location

FREMONT, CA

Headquartered in FREMONT, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
41111 Mission Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth