Fourth Street Performance Partners, Inc. is a pension cosultant based in Covington. It manages $4.3 billion of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Georgia, Illinois, and 11 other states.
Fourth Street Performance Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fourth Street Performance Partners, Inc. is $4.3 billion. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fourth Street Performance Partners, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Fourth Street Performance Partners is charitable organizations with 51 clients and $3.71 billion of assets under management. Among the 10 most similar advisory firms, Fourth Street Performance Partners has the highest percentage of charitable organizations out of all clients.
The amount of regulatory assets under management is $4.3 billion for 112 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fourth Street Performance Partners doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 79 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fourth Street Performance Partners, Inc. performs its advisory services is located at 211 Garrard Street, Covington, KY 41011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 859-491-5556 or by fax 859-491-5586. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at fourthst.com/.