Fourpoints Investment Managers S.A.S is a large advisory firm based in Paris. It manages $219.67 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012.
Fourpoints Investment Managers S.A.S provides portfolio management for pooled investment vehicles and charitable institutions. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fourpoints Investment Managers S.A.S is $219.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -75% since the beginning of its operation, and $195.9 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fourpoints Investment Managers S.A.S for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of Florence Von Erb is pooled investment vehicles with 5 clients and $183.19 million of assets under management. Among the 8 most similar advisory firms, Fourpoints Investment Managers S.A.S has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $219.67 million for 32 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 97% of the firm’s clients are foreign persons or businesses.
Fourpoints Investment Managers S.A.S also advises several private funds.
The company employs 12 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Florence Von Erb has been acting as President since 1 Nov 2013. Vendyssee Finance A/K/A Herez Personae joined the executive team most recently as the Shareholder.
The principal office where Fourpoints Investment Managers S.A.S performs its advisory services is located at 162 Boulevard Haussmann, Paris, 75008, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 011.331.8669.6065 or by fax 011.331.4763.0792. The normal business hours are 8:30am to 6:30pm on Monday - Friday. You can find more information about the New York firm at fourpointsim.com.