PPrivate Fund Data Log in Join · $37/mo

Fourthought Financial Partners, LLC.

● SEC registered since 2022CRD 323060SEC# 801-126759Venice, FL
Export (members)
Reg. AUM
$1.59B
Employees
20
Accounts
3,882
Location
Venice, FL

Fourthought Financial Partners, LLC. assets under management

Fourthought Financial Partners, LLC. is an SEC-registered investment adviser based in Venice, FL. The firm has been registered since 2022. It reports $1.6 billion in regulatory assets under management and employs 20 people.
www.linkedin.com/company/fourthought-private-wealthView on SEC.gov ↗

Fourthought Financial Partners, LLC. owners & executives

13 reported
NameTitleOwnershipSince
Christopher Leith FagleyChief Compliance Officer And Director Of OperationsUnder 5%2024
Focus Operating, LLC ControlMember (manager)Over 75%2022
Scott George Pinkerton ControlChief Executive OfficerUnder 5%2022
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Fourthought Financial Partners, LLC. manage?

Fourthought Financial Partners, LLC. reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Fourthought Financial Partners, LLC. have?

Fourthought Financial Partners, LLC. reports 20 employees.

Where is Fourthought Financial Partners, LLC. located?

Fourthought Financial Partners, LLC. is based in Venice, FL and has been SEC-registered since 2022.

Does Fourthought Financial Partners, LLC. disclose fund performance?

Fourthought Financial Partners, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address310 W. Venice Avenue, Suite 201, Venice, FL 34285
Phone941-408-8557
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.59B
Non-discretionary$0
Total (RAUM)$1.59B