DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

SEC-registered adviser

F••••• S••• C•••••• U• L•

Asset manager (funds and pooled vehicles)Boca Raton, FloridaCRD 332445SEC 801-130914websiteIAPD
Latest filing Mar 27, 2026
First filing on the tape Jul 15, 2024 · 11 filings
SEC status approved since Aug 29, 2024
RAUM
$3.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$3.7B as of Mar 27, 2026
Mar 27, 2025$2.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 27, 20250 then
Employees (5.A)3 as of Mar 27, 2026
Mar 27, 20253 then
Private funds3 as of Mar 27, 2026
Mar 27, 20252 then
RAUM +54% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$525MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+54%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$3.7B, 7 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$3.7B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$3.7B for 7 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      F••••• S••• L••• S•••• L••Hedge Fund$1.1B88Sep 24, 2018
      F••••• S••• D•••••••• L••Hedge Fund$42.4M13Mar 20, 2019
      Owners and control persons
      Schedule A and B, latest filing
      • M••••••••• A••••• N•••• · Ceo, Limited Partnercontrol
        since 07/2024 · owns less than 5%
      • M••••••••• A••••• N•••• · Indirect Ownercontrol
        since 07/2024 · owns 75% or more of L• N••• C•••••• L••
      • D••••• T••••• · Cco, Cfo
        since 07/2024 · owns less than 5%
      Entity owners
      • F••••• S••• C•••••• L• · Owner
        direct · owns 75% or more
      • F•• ••• L•• · General Partner
        direct · owns less than 5%
      • L• N••• C•••••• L•• · Limited Partners
        indirect · owns 25% to 50% of F••••• S••• C•••••• L•
      • L• P•••• P••••••• L•• · Limited Partners
        indirect · owns 25% to 50% of F••••• S••• C•••••• L•
      • L• P•••• T•••• · Indirect Owner
        indirect · owns 75% or more of L• P•••• P••••••• L••
      • S•••• D••••• T•••• C•••••• L•• · Trustee
        indirect · owns F of L• P•••• T••••
      Related persons
      Schedule D 7.A
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • private fund count surgeChange between filings · filing Mar 27, 2026
        private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-27 and 2026-03-27; the peer median change was 0.0% (1022 comparable advisers, 93.0th percentile of changes)
        peers: asset managers, $1B to $5B (1,022) · 93% percentile
      What changed
      consecutive filings, newest first
      • Accounts · 6 to 7
        Sep 4, 2025 to Mar 27, 2026
      • Pooled vehicle clients · 6 to 7
        Sep 4, 2025 to Mar 27, 2026
      • Assets in custody · $0 to $3.7B
        Sep 4, 2025 to Mar 27, 2026
      • Private funds · 2 to 3
        Sep 4, 2025 to Mar 27, 2026
      • Discretionary RAUM · $2.4B to $3.7B
        Sep 4, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $2.4B to $3.7B
        Sep 4, 2025 to Mar 27, 2026
      • RAUM · $2.4B to $3.7B
        Sep 4, 2025 to Mar 27, 2026
      • Assets in custody · unset to 0.0
        Nov 5, 2024 to Mar 27, 2025
      • Custody of client assets · false to true
        Nov 5, 2024 to Mar 27, 2025
      • Financial planning clients · unset to
        Nov 5, 2024 to Mar 27, 2025
      • Discretionary RAUM · $1.5B to $2.4B
        Nov 5, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $1.5B to $2.4B
        Nov 5, 2024 to Mar 27, 2025
      • RAUM · $1.5B to $2.4B
        Nov 5, 2024 to Mar 27, 2025
      • HQ city · unset to BOCA RATON
        Oct 11, 2024 to Nov 5, 2024
      • HQ state · unset to FL
        Oct 11, 2024 to Nov 5, 2024
      • HQ city · NEW YORK to unset
        Aug 27, 2024 to Aug 28, 2024
      • HQ state · NY to unset
        Aug 27, 2024 to Aug 28, 2024
      • Related adviser · false to true
        Aug 28, 2024 to Aug 28, 2024
      Signals
      3 dated events
      • F••••• S••• C•••••• U• L• reported RAUM $3.7B, up 54% from $2.4B (2025-09-04 to 2026-03-27)
        Mar 27, 2026 · RAUM change · derived
      • F••••• S••• C•••••• U• L• reported RAUM $2.4B, up 57% from $1.5B (2024-11-05 to 2025-03-27)
        Mar 27, 2025 · RAUM change · derived
      • F••••• S••• C•••••• U• L• filed its initial SEC registration (Form ADV)
        Jul 15, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/fourth-sail-capital/mycompanyreportedpublic record, Form ADV, Sep 19, 2026
      Website
      f•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      646-355-2764reportedpublic record, Form ADV, Mar 27, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026