Four Seasons Investment Management LLC

Overview

Four Seasons Investment Management LLC is a small, independent registered investment adviser that focuses on serving individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and offers financial planning, ongoing portfolio management and client education through seminars and workshops. Filings show a clear tilt toward public equities: the firm favors exchange-traded instruments as the primary vehicle for client exposures rather than broad alternative strategies or ESG-screened mandates. Portfolios appear to be managed at the account level, with separately managed account (SMA)-style implementations and a mix of listed equities and pooled funds to achieve core and satellite exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices