Fourpoints Investment Managers S.A.S

RIASEC RegisteredEst. 2012
Total AUM
$490M
Discretionary
$490M
100% of AUM
Avg account
$1M
Accounts
467
Employees
12
Advisory reps
4

Firm details

Headquarters
Paris,
CRD number
164612
Registered since
May 30, 2012
Custodians
CM-CIC, PICTET, SG LUXEMBOURG, CA INDOSUEZ (EUROPE)
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles53.2%
  • HNWI23.58%
  • Individuals23.17%
  • Charitable Organizations0.04%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fourpoints Investment Managers S.A.S is a Europe-based institutional registered investment adviser that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Its fee model combines a percentage-of-assets charge with performance-based fees. Fourpoints has been SEC-registered since 2012, is structured as a corporation, and is owned by a mix of foreign entity and individual ownership. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 70%, Cash & Cash Equivalents 20%, Exchange Traded Equities 10%70%
  • Private Funds70%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities10%

Contacts

3 of 4
  • Patrick Ganansia

    Director and ShareholderCRD 6871427

  • Michel Patrier

    DirectorCRD 6871416

  • Nathalie Martin Pelras

    Nathalie Martin Pelras

    Director GeneralCRD 6872027

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Paris, null

Denton

Location

Paris, null

Headquartered in Paris, null.

County
Denton
Address
162 Blvd Haussmann
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth