RIA Intel›Advisers›Kentucky›FOURTH STREET PERFORMANCE PARTNERS, INC.

FOURTH STREET PERFORMANCE PARTNERS, INC.

Advisory

N·COVINGTON, KY

Data as of Mar 18, 2024 · Source: SEC Form ADV

Total AUM
$4.8B
1-Year AUM Growth
+7.1%
3-Year CAGR
-1.5%
Employees
10
Assets Under Management
Total AUM$4.8B
Discretionary AUM$1.5B
Non-Discretionary AUM$3.3B
Discretionary %30.9%
Total Clients—
Team
Total Employees10
Investment Advisers14
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingJan 27, 2009
Latest FilingMar 18, 2024
🔒 Full AUM trend chart and 22 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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