Hedge Fund Database

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

Adviser information for FOURTHOUGHT FINANCIAL PARTNERS, LLC. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 21
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,791 $1.3B
Non-Discretionary 0 $0
Total 3,791 $1.3B

Clients

Type Number RAUM
Individuals 465 $135.0M
HNW Individuals 391 $1.0B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 11 $4.9M
Charitable organizations <5 $16.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 20 $154.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 891

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS.
Compensation % of AUMFixed feesREV SHARING WITH FRS & ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Other Business Activities CREDIT AND CASH MANAGEMENT AND INSURANCE SOLUTIONS

Identifiers

SEC RIA File Number 801-126759
SEC ERA File Number 801-126759
SEC CIK Numbers 1956790
SEC CRD Numbers 323060
Legal Entity Identifier None

Principal Office

310 W. VENICE AVENUE
SUITE 201
VENICE
FL
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 941-408-8557, Fax: None

Websites

www.linkedin.com/company/fourthought-private-wealth fourthoughtinstitutions.com/ fourthought.com/ www.facebook.com/fourthoughtfinancialplanning/ twitter.com/focusfinancial focusfinancialpartners.com www.linkedin.com/company/focus-financial-partners

Chief Compliance Officer

CHRIS FAGLEY
DIRECTOR OF OPERATIONS
310 W. VENICE AVENUE
SUITE 201
VENICE
FL
United States
Tel: 914-408-8557
(Full email address available in API data)

Regulatory Contact

ANDY WARNING
COMPLIANCE CONSULTANT
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel: 513-832-5463
(Full email address available in API data)

Industry Affiliates

FOCUS RISK SOLUTIONS Insurance company or agency
ORIGIN CREDIT ADVISERS, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SCS CAPITAL MANAGEMENT LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
PINKERTON, SCOTT, GEORGE Individual – CHIEF EXECUTIVE OFFICER 09/2022 < 5%
FOCUS OPERATING, LLC Domestic Entity – MEMBER (MANAGER) 09/2022 > 75%
FOCUS FINANCIAL PARTNERS, LLC Domestic Entity FOCUS OPERATING, LLC MEMBER 01/2007 > 75%
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Domestic Entity FERDINAND FFP ACQUISITION, LLC MEMBER 08/2023 > 75%
FOCUS FINANCIAL PARTNERS INC. Domestic Entity FOCUS FINANCIAL PARTNERS, LLC MEMBER 07/2018 > 75%
FERDINAND FFP ACQUISITION, LLC Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS A COMMON STOCK 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS B COMMON STOCK 08/2023 > 75%
FERDINAND FFP PARENT, INC Domestic Entity FERDINAND FFP INTERMEDIATE HOLDINGS, LLC MEMBER 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FERDINAND FFP PARENT, INC SHAREHOLDER 08/2023 > 75%
CD&R FERDINAND HOLDINGS, L.P. Domestic Entity FERDINAND FFP ULTIMATE HOLDINGS, LP PARTNER 08/2023 50-75%
CD&R FERDINAND CO-INVESTOR, L.P Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 25-50%
CLAYTON, DUBILIER & RICE FUND XII, L.P Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 50-75%
FAGLEY, CHRISTOPHER, LEITH Individual – CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS 01/2024 < 5%

No. Employees, Historic

30150202220232024202519 on 9/19/202219 on 11/25/202217 on 3/29/202317 on 3/30/202317 on 6/12/202317 on 9/22/202317 on 9/25/202317 on 9/26/202317 on 9/27/202321 on 3/22/202421 on 3/25/2024

RAUM, Historic

2B1B020222023202420250 on 9/19/2022991104688 on 11/25/20221071312815 on 3/29/20231071312815 on 3/30/20231071312815 on 6/12/20231071312815 on 9/22/20231071312815 on 9/25/20231071312815 on 9/26/20231071312815 on 9/27/20231325134139 on 3/22/20241325134139 on 3/25/2024

No. Clients, Historic

900450020222023202420250 on 9/19/2022855 on 11/25/2022859 on 3/29/2023859 on 3/30/2023859 on 6/12/2023859 on 9/22/2023859 on 9/25/2023859 on 9/26/2023859 on 9/27/2023891 on 3/22/2024891 on 3/25/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM Stock 14M 71K –
INVESCO QQQ TRUST SERIES I ETF 5M 11K –
CAMDEN PPTY TR SH BEN INT REIT 691K 6K –
HUBBELL INC COM Stock 2M 4K –
JOHNSON & JOHNSON COM Stock 7M 50K –
VANGUARD TOTAL STOCK MARKET ETF ETF 1M 4K –
BANK OZK LITTLE ROCK ARK COM Stock 516K 13K –
COSTCO WHSL CORP NEW COM Stock 12M 14K –
ISHARES MSCI EMERGING MARKETS ETF ETF 366K 9K –
PROCTER AND GAMBLE CO COM Stock 7M 40K –
ENTERPRISE PRODS PARTNERS L P COM Stock 3M 109K –
ISHARES MSCI ACWI EX U.S. ETF ETF 2M 36K –
ESSEX PPTY TR INC COM REIT 232K 851 –
CME GROUP INC COM Stock 5M 23K –
MEDTRONIC PLC SHS Stock 13M 166K –
PROLOGIS INC. COM REIT 4M 33K –
SANOFI SPONSORED ADR ADR 366K 8K –
SPDR S&P 500 ETF TRUST ETF 2M 3K –
MASTERCARD INCORPORATED CL A Stock 5M 11K –
NORDSON CORP COM Stock 214K 924 –
BLACKLINE INC COM Stock 869K 18K –
ISHARES CORE U.S. REIT ETF ETF 420K 8K –
KAYNE ANDERSON ENERGY INFRSTR COM CEF 2M 229K –
VERIZON COMMUNICATIONS INC COM Stock 3M 70K –
CHUBB LIMITED COM Stock 10M 41K –
HAMILTON LANE INC CL A Stock 1M 10K –
HONEYWELL INTL INC COM Stock 7M 33K –
HOME DEPOT INC COM Stock 8M 23K –
PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF ETF 773K 42K –
ISHARES RUSSELL 2000 VALUE ETF ETF 224K 1K –
SPDR GOLD SHARES ETF 215K 1K –
BRITISH AMERN TOB PLC SPONSORED ADR ADR 338K 11K –
ISHARES RUSSELL 1000 GROWTH ETF ETF 373K 1K –
FORTINET INC COM Stock 2M 34K –
JPMORGAN ULTRA-SHORT INCOME ETF ETF 2M 45K –
AON PLC SHS CL A Stock 839K 3K –
ISHARES CORE S&P SMALL CAP ETF ETF 391K 4K –
ADOBE INC COM Stock 6M 10K –
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 260K 3K –
ALPHABET INC CAP STK CL A Stock 11M 60K –
PROSHARES ULTRAPRO QQQ ETF 255K 3K –
INTUIT COM Stock 5M 8K –
UNILEVER PLC SPON ADR NEW ADR 436K 8K –
CSX CORP COM Stock 3M 90K –
COMCAST CORP NEW CL A Stock 15M 383K –
MICROSOFT CORP COM Stock 47M 105K –
SS&C TECHNOLOGIES HLDGS INC COM Stock 2M 30K –
GOOSEHEAD INS INC COM CL A Stock 879K 15K –
ARES CAPITAL CORP COM CEF 909K 44K –
VANGUARD MID-CAP ETF ETF 223K 923 –
NEXTERA ENERGY INC COM Stock 24M 332K –
ALIGN TECHNOLOGY INC COM Stock 3M 12K –
MSCI INC COM Stock 3M 6K –
NXP SEMICONDUCTORS N V COM Stock 901K 3K –
FEDERAL RLTY INVT TR NEW SH BEN INT NEW REIT 1M 11K –
VANGUARD INFORMATION TECHNOLOGY ETF ETF 1M 2K –
HUNTSMAN CORP COM Stock 938K 41K –
LYONDELLBASELL INDUSTRIES N V SHS - A - Stock 1M 12K –
VANGUARD S&P 500 ETF ETF 13M 27K –
ASTRAZENECA PLC SPONSORED ADR ADR 7M 89K –
AKAMAI TECHNOLOGIES INC 0.125 05/01/2025 Convertible 13K 12K –
CROWDSTRIKE HLDGS INC CL A Stock 4M 11K –
VANGUARD S&P SMALL-CAP 600 ETF ETF 324K 3K –
XPEL INC COM Stock 699K 20K –
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Stock 221K 12K –
AIR PRODS & CHEMS INC COM Stock 16M 60K –
LEIDOS HOLDINGS INC COM Stock 988K 7K –
VANGUARD RUSSELL 1000 GROWTH ETF ETF 6M 65K –
VANGUARD RUSSELL 1000 VALUE ETF ETF 4M 57K –
PROGYNY INC COM Stock 1M 43K –
VANGUARD RUSSELL 2000 GROWTH ETF ETF 900K 5K –
VANGUARD RUSSELL 2000 VALUE ETF ETF 909K 7K –
LITHIA MTRS INC COM Stock 483K 2K –
SITIME CORP COM Stock 251K 2K –
DUKE ENERGY CORP NEW COM NEW Stock 2M 21K –
DIGITAL RLTY TR INC COM REIT 3M 19K –
JPMORGAN EQUITY PREMIUM INCOME ETF ETF 3M 61K –
SONY GROUP CORP SPONSORED ADR ADR 428K 5K –
AMN HEALTHCARE SVCS INC COM Stock 348K 7K –
SNOWFLAKE INC CL A Stock 2M 15K –
INVESCO NASDAQ 100 ETF ETF 893K 5K –
VANGUARD RUSSELL 1000 ETF ETF 2M 6K –
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF ETF 2M 94K –
ENERGY TRANSFER L P COM UT LTD PTN Stock 925K 57K –
TRACTOR SUPPLY CO COM Stock 3M 12K –
BLACKROCK HIGH YIELD MUNI INCOME BOND ETF ETF 2M 108K –
VISA INC COM CL A Stock 16M 61K –
DOXIMITY INC CL A Stock 998K 36K –
ALIGHT INC COM CL A Stock 300K 41K –
WARBY PARKER INC CL A COM Stock 1M 76K –
CLEARWATER ANALYTICS HLDGS INC CL A Stock 755K 41K –
VANGUARD VALUE ETF ETF 258K 2K –
VANGUARD GROWTH ETF ETF 338K 905 –
ISHARES U.S. TREASURY BOND ETF ETF 838K 37K –
PHILLIPS 66 COM Stock 7M 48K –
AMERICAN TOWER CORP NEW COM REIT 23M 116K –
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 2M 13K –
EAGLE MATLS INC COM Stock 266K 1K –
META PLATFORMS INC CL A Stock 5M 10K –
ASML HOLDING N V N Y REGISTRY SHS ADR 10M 10K –
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND ETF 5M 178K –
SERVICENOW INC COM Stock 8M 10K –
ASPEN TECHNOLOGY INC COM Stock 790K 4K –
FIVE BELOW INC COM Stock 719K 7K –
QUALYS INC COM Stock 889K 6K –
BROADCOM INC COM Stock 25M 16K –
CREDIT SUISSE HIGH YIELD BD FD SH BEN INT CEF 31K 16K –
DIAMONDBACK ENERGY INC COM Stock 557K 3K –
MPLX LP COM UNIT REP LTD Stock 2M 48K –
ACCENTURE PLC IRELAND SHS CLASS A Stock 11M 35K –
NVIDIA CORPORATION COM Stock 18M 148K –
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 635K 12K –
INTERACTIVE BROKERS GROUP INC COM CL A Stock 1M 8K –
CRANE COMPANY COMMON STOCK Stock 949K 7K –
ZOETIS INC CL A Stock 4M 24K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 9M 51K –
ISHARES RUSSELL 2000 GROWTH ETF ETF 347K 1K –
FACTSET RESH SYS INC COM Stock 597K 1K –
SIMPSON MFG INC COM Stock 635K 4K –
QUALCOMM INC COM Stock 10M 48K –
CISCO SYS INC COM Stock 8M 174K –
ISHARES RUSSELL MIDCAP ETF ETF 589K 7K –
ADVANCED MICRO DEVICES INC COM Stock 3M 20K –
AT&T INC COM Stock 2M 116K –
VANGUARD INTERMEDIATE-TERM BOND ETF ETF 1M 17K –
FOX FACTORY HLDG CORP COM Stock 836K 17K –
ISHARES MSCI USA QUALITY FACTOR ETF ETF 1M 8K –
ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 205K 1K –
ISHARES SEMICONDUCTOR ETF ETF 455K 2K –
VEEVA SYS INC CL A COM Stock 2M 9K –
SKYWORKS SOLUTIONS INC COM Stock 8M 74K –
ISHARES CORE S&P 500 ETF ETF 659K 1K –
ONEOK INC NEW COM Stock 369K 5K –
SALESFORCE INC COM Stock 7M 26K –
NORTHROP GRUMMAN CORP COM Stock 8M 19K –
THERMO FISHER SCIENTIFIC INC COM Stock 5M 9K –
LOCKHEED MARTIN CORP COM Stock 14M 31K –
JPMORGAN CHASE & CO. COM Stock 16M 81K –
MONOLITHIC PWR SYS INC COM Stock 4M 5K –
CHEVRON CORP NEW COM Stock 18M 116K –
VANGUARD CONSUMER DISCRETIONARY ETF ETF 402K 1K –
TEXAS INSTRS INC COM Stock 14M 73K –
TARGET CORP COM Stock 6M 39K –
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 749K 6K –
ALPHABET INC CAP STK CL C Stock 5M 27K –
BEST BUY INC COM Stock 8M 94K –
AMGEN INC COM Stock 10M 31K –
APPLIED MATLS INC COM Stock 8M 34K –
WILLIAMS COS INC COM Stock 2M 41K –
ISHARES CORE S&P U.S. GROWTH ETF ETF 601K 5K –
ISHARES CORE S&P US VALUE ETF ETF 456K 5K –
HDFC BANK LTD SPONSORED ADS ADR 629K 10K –
MERCADOLIBRE INC COM Stock 5M 3K –
VANGUARD DIVIDEND APPRECIATION ETF ETF 378K 2K –
ISHARES CORE U.S. AGGREGATE BOND ETF ETF 3M 31K –
ISHARES CORE DIVIDEND GROWTH ETF ETF 8M 139K –
GLOBANT S A COM Stock 455K 3K –
EXLSERVICE HOLDINGS INC COM Stock 983K 31K –
CRANE NXT CO COM Stock 290K 5K –
VANGUARD SHORT-TERM BOND ETF ETF 999K 13K –
LITTELFUSE INC COM Stock 767K 3K –
BRISTOL-MYERS SQUIBB CO COM Stock 5M 117K –
REALTY INCOME CORP COM REIT 2M 30K –
UNITEDHEALTH GROUP INC COM Stock 9M 18K –
LOWES COS INC COM Stock 13M 61K –
NOVO-NORDISK A S ADR ADR 973K 7K –
SAP SE SPON ADR ADR 461K 2K –
PAYPAL HLDGS INC COM Stock 2M 36K –
NASDAQ INC COM Stock 3M 52K –
CROWN CASTLE INC COM REIT 2M 18K –
BLACKROCK INC COM Stock 12M 15K –
ISHARES CORE S&P MID-CAP ETF ETF 613K 10K –
HOULIHAN LOKEY INC CL A Stock 1M 9K –
VANGUARD TAX-EXEMPT BOND ETF ETF 337K 7K –
APPLE INC COM Stock 37M 174K –
ABBOTT LABS COM Stock 15M 149K –
INSULET CORP COM Stock 1M 6K –
ISHARES RUSSELL 1000 VALUE ETF ETF 210K 1K –