4612 GROUP, LLC

RIASEC RegisteredEst. 2020

Total AUM

$773M

Discretionary

$265M

34% of AUM

Avg account

$85.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 287619
Registered since: April 29, 2020
Website: www.4612group.com
Custodians: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other65.72%
Pooled Investment Vehicles34.28%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

4612 Group, LLC is a privately held capital allocator and adviser that works primarily with institutional clients. The firm provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and selects third-party advisers. Since registering with the SEC in 2020, 4612 Group has acted as sponsor, general partner and managing member of pooled vehicles, which indicates an active role in fund formation and governance in addition to discretionary portfolio work. Investment activity emphasizes liquid public fund exposures alongside meaningful allocations to private-market strategies. The firm does not position itself as an ESG investor and is not structured as a multi-state adviser; its fee model includes percentage-of-AUM, fixed fees and performance-based fees, consistent with a hybrid manager that runs both advisory mandates and private funds.