Fourth Wall Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 336495
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fourth Wall Advisors LLC is a very small, LLC-structured investment adviser that focuses on portfolio management for individuals, small businesses, and institutional or business accounts. Filings classify part of its business activity as CPO or CTA, which signals the adviser may operate commodity pools or provide commodity trading advice in addition to traditional portfolio management. The firm reports a clear preference for equities, with most assets allocated to exchange-traded securities. Fee billing is on a percentage-of-AUM basis, and the adviser does not identify itself as an active ESG investor. Given the mix of advisory activities and the CPO/CTA designation, Fourth Wall Advisors appears to combine conventional equity management with the capability to use futures or other derivatives-based strategies when appropriate. Its client footprint is extremely small and concentrated, suggesting the business services a single account or a very limited number of relationships rather than a broad retail base.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents12%
Owners & executives
1 of 1
Joseph Thumpasery
Managing Partner and Chief Compliance OfficerCRD 5810904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations