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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

4612 GROUP, LLC

CRD 287619

ATLANTA, GA

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Search this name across graphsid dfx:ria:3d418dd2-1d08-698f-614d-010fcc39d153

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 4
Observed: Mar 30, 2020 to Mar 30, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

4612 Group, LLC

Family office · shared crd

Independent Sponsorsidentity

4612 Group, LLC

Capital provider to sponsors · shared crd

Venture Capitalidentity

4612 Group, LLC

Venture manager · shared crd

Private Creditidentity

4612 GROUP, LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.34 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $773MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $265M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 9
Private funds: 7Schedule D 7.B(1)
SEC number: 801-118617
CRD: 287619
Filings on the tape: 16
First filed: Mar 30, 2020
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, GA
Website: 4612group.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
4612-SG HOLDCO, LP	Other Private Fund	$65.2M	Mar 25, 2024	51	Mar 27, 2020	reported	021-347155
4612-CREDIT OPPORTUNITY FUND, LP	Other Private Fund	$62.5M	Mar 25, 2024	48	Mar 25, 2024	reported	021-487500
4612-BROADBAND HOLDCO, LP	Other Private Fund	$50.0M	Mar 25, 2024	28	Mar 30, 2022	reported	021-407596
4612-AV HOLDCO, LP	Other Private Fund	$45.7M	Mar 25, 2024	30	Mar 31, 2023	reported	021-468370
4612-RIVERSTONE HOLDCO, LP	Other Private Fund	$41.4M	Mar 25, 2024	16	Mar 30, 2022	reported	021-417716
4612-SWIFT HOLDCO, LP	Other Private Fund	$32.2M	Mar 25, 2024	34	Mar 16, 2018	reported	021-307101
4612-FLOOR HOLDCO, LP	Other Private Fund	$0	Apr 28, 2022	23	Mar 30, 2021	dropped	021-381312
4612-ARK HOLDCO, LP	Other Private Fund	$0	Mar 31, 2023	17	Mar 16, 2018	reported	021-297894

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GARELL, TYLER, BURTON	Partner	B	yes	02/2020	Mar 30, 2020	Mar 25, 2024
KING, JOE, TOM	MANAGING PARTNER	D	yes	07/2016	Mar 30, 2020	Mar 25, 2024
MORAVEC, JONATHAN, TAYLOR	Partner	Na	yes	01/2023	Mar 31, 2023	Mar 25, 2024
SATULAH VENTURES, LLC	Partner	B	yes	03/2019	Mar 30, 2020	Mar 25, 2024
Summerlin, Anna, Jefcoat	CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER	Na	yes	03/2020	Mar 30, 2020	Mar 25, 2024
Wren, William, Calhoun	Partner	B	yes	07/2016	Mar 30, 2020	Mar 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
4612 GROUP GP, LLC	n/a	n/a	n/a	Y	yes	n/a
4C GPS GP I, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$773M	$265M	9	9	7	n/a
2024	Mar 27, 2025	$745M	$295M	9	9	7	n/a
2023	Mar 25, 2024	$730M	$297M	8	8	6	$297M
2022	Mar 31, 2023	$591M	$179M	8	8	6	$179M
2021	Mar 30, 2022	$644M	$155M	7	7	6	$155M
2020	Mar 30, 2021	$173M	$173M	7	7	7	$173M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$773M	$745M	3.8%	$591M	9.4%	9	9	0	0

Relationships

Advises (8)

→ 4612-CREDIT OPPORTUNITY FUND, LPPrivate fundOther Private Fund, IA
Mar 25, 2024 to presentfactForm ADV
→ 4612-BROADBAND HOLDCO, LPPrivate fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ 4612-RIVERSTONE HOLDCO, LPPrivate fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ 4612-AV HOLDCO, LPPrivate fundOther Private Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ 4612-SWIFT HOLDCO, LPPrivate fundOther Private Fund, IA
Mar 16, 2018 to presentfactForm ADV
→ 4612-SG HOLDCO, LPPrivate fundOther Private Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ 4612-ARK HOLDCO, LPPrivate fundOther Private Fund, IA
Mar 16, 2018 to presentfactForm ADV
→ 4612-FLOOR HOLDCO, LPPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2021 to Apr 28, 2022factForm ADV

Affiliated with (1)

← AVALON INVESTMENT & ADVISORYRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← KING, JOE, TOMOwnerMANAGING PARTNER, ownership code D, individual
Mar 30, 2020 to Mar 25, 2024factForm ADV
← GARELL, TYLER, BURTONOwnerPARTNER, ownership code B, individual
Mar 30, 2020 to Mar 25, 2024factForm ADV
← MORAVEC, JONATHAN, TAYLOROwnerPARTNER, ownership code NA, individual
Mar 31, 2023 to Mar 25, 2024factForm ADV
← Wren, William, CalhounOwnerPARTNER, ownership code B, individual
Mar 30, 2020 to Mar 25, 2024factForm ADV
← Summerlin, Anna, JefcoatOwnerCHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2020 to Mar 25, 2024factForm ADV
← SATULAH VENTURES, LLCOwnerPARTNER, ownership code B, domestic entity
Mar 30, 2020 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 31, 2023
Control person joined
Taylor Jonathan Moravec (Partner) appeared on Schedule A of 4612 Group, Llc
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
4612 Group, Llc reported RAUM $644.1M, up 273% from $172.7M (2021-03-30 to 2022-03-30)
Form ADVobserved 4 days ago
$471M
Occurred
Mar 30, 2020
First Form ADV filing
4612 Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d418dd2-1d08-698f-614d-010fcc39d153
First observed: Mar 30, 2020
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

4612 GROUP, LLC

CRD 287619

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3d418dd2-1d08-698f-614d-010fcc39d153

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

4612-SG HOLDCO, LP

Other Private Fund

$65.2M

Mar 25, 2024

Mar 27, 2020

reported

021-347155

4612-CREDIT OPPORTUNITY FUND, LP

Other Private Fund

$62.5M

Mar 25, 2024

reported

021-487500

4612-BROADBAND HOLDCO, LP

Other Private Fund

$50.0M

Mar 25, 2024

Mar 30, 2022

reported

021-407596

4612-AV HOLDCO, LP

Other Private Fund

$45.7M

Mar 25, 2024

Mar 31, 2023

reported

021-468370

4612-RIVERSTONE HOLDCO, LP

Other Private Fund

$41.4M

Mar 25, 2024

Mar 30, 2022

reported

021-417716

4612-SWIFT HOLDCO, LP

Other Private Fund

$32.2M

Mar 25, 2024

Mar 16, 2018

reported

021-307101

4612-FLOOR HOLDCO, LP

Other Private Fund

Apr 28, 2022

Mar 30, 2021

dropped

021-381312

4612-ARK HOLDCO, LP

Other Private Fund

Mar 31, 2023

Mar 16, 2018

reported

021-297894

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GARELL, TYLER, BURTON

Partner

yes

02/2020

Mar 30, 2020

Mar 25, 2024

KING, JOE, TOM

MANAGING PARTNER

yes

07/2016

Mar 30, 2020

Mar 25, 2024

MORAVEC, JONATHAN, TAYLOR

Partner

yes

01/2023

Mar 31, 2023

Mar 25, 2024

SATULAH VENTURES, LLC

Partner

yes

03/2019

Mar 30, 2020

Mar 25, 2024

Summerlin, Anna, Jefcoat

CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER

yes

03/2020

Mar 30, 2020

Mar 25, 2024

Wren, William, Calhoun

Partner

yes

07/2016

Mar 30, 2020

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

4612 GROUP GP, LLC

n/a

yes

n/a

4C GPS GP I, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$773M

$265M

n/a

2024

Mar 27, 2025

$745M

$295M

n/a

2023

Mar 25, 2024

$730M

$297M

2022

Mar 31, 2023

$591M

$179M

2021

Mar 30, 2022

$644M

$155M

2020

Mar 30, 2021

$173M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$773M

$745M

3.8%

$591M

9.4%