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FOUR WOOD CAPITAL ADVISORS

MONTCLAIR, NJ · CRD 165047 · IAPD ↗ · fourwoodcapital.com · 212-300-7006

$125.0MRegulatory AUM
0Advisory reps
1Employees
3Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
October 2024 — FOUR WOOD CAPITAL ADVISORS (MONTCLAIR, NJ) left the SEC roster (was $125.0M RAUM, 0 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.