Investment adviser · CRD 165047
FOUR WOOD CAPITAL ADVISORS
Investment adviser filing (IA)
FOUR WOOD CAPITAL ADVISORS LLC
MONTCLAIR, NJ, United States · Form ADV filed Jun 9, 2022
- Regulatory AUM
- $125M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 0 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $125,000,000 | 100.0% |
| Investment companies | 1 | $0 | 0.0% |
Filing source
Form ADV 1657470 · Jun 9, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 9, 2022. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
33 PLYMOUTH STREET, SUITE 302MONTCLAIR, NJ, 07042, United States
CRD 165047
Filing source
Form ADV 1657470 · Jun 9, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.