Fourth Wall Advisors LLC

RIASEC Registered
Total AUM
$100K
Discretionary
$100K
100% of AUM
Avg account
$100K
Accounts
1
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
336495
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fourth Wall Advisors LLC is a very small, LLC-structured investment adviser that focuses on portfolio management for individuals, small businesses, and institutional or business accounts. Filings classify part of its business activity as CPO or CTA, which signals the adviser may operate commodity pools or provide commodity trading advice in addition to traditional portfolio management. The firm reports a clear preference for equities, with most assets allocated to exchange-traded securities. Fee billing is on a percentage-of-AUM basis, and the adviser does not identify itself as an active ESG investor. Given the mix of advisory activities and the CPO/CTA designation, Fourth Wall Advisors appears to combine conventional equity management with the capability to use futures or other derivatives-based strategies when appropriate. Its client footprint is extremely small and concentrated, suggesting the business services a single account or a very limited number of relationships rather than a broad retail base.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 88%, Cash & Cash Equivalents 12%88%
  • Exchange Traded Equities88%
  • Cash & Cash Equivalents12%

Owners & executives

1 of 1
  • Joseph Thumpasery

    Joseph Thumpasery

    Managing Partner and Chief Compliance OfficerCRD 5810904

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth