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 corporation that has been registered with the SEC since 2012. The firm operates as a foreign entity and focuses on providing investment management services to both individual and institutional clients. Fourpoints Investment Managers S.A.S. employs a fee structure that includes a percentage of assets under management and performance-based fees. The firm is actively engaged in ESG investments and offers portfolio management services for individuals, small businesses, and pooled investment vehicles.

Assets & Accounts

Public Holdings

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

    Director GeneralCRD 6872027

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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