# Fourthpoint Advisors

> Fourthpoint Advisors is a state-registered investment advisory firm, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 136436
- Filed as: FOURTHPOINT ADVISORS
- Legal name: Foley, Peter C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136436
- AdvisorCensus page: https://advisorcensus.com/firm/fourthpoint-advisors-136436

## Quick answers

**How is Fourthpoint Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Fourthpoint Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Fourthpoint Advisors registered with the SEC or a state?**
Fourthpoint Advisors is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 136436.

**How much does Fourthpoint Advisors manage?**
Fourthpoint Advisors reports $59,118,022 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**What types of clients does Fourthpoint Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (1); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Fourthpoint Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136436

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $59,118,022
- Discretionary: $0
- Non-discretionary: $59,118,022

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $66,302 |
| High net worth individuals | 18 | $56,301,478 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,750,242 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fourthpointadvisors.com](https://fourthpointadvisors.com)
- LinkedIn @peter-foley-6383bb1a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fourthpoint Advisors (CRD 136436): Form ADV filing data as of October 2026.