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FOURWORLD CAPITAL MANAGEMENT LLC

NEW YORK, NY · CRD 284138 · IAPD ↗ · (646) 781-8730

$1.40BRegulatory AUM
13Advisory reps
17Employees
0Clients
n/aPlanning clients
9Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2025 — FOURWORLD CAPITAL MANAGEMENT LLC grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — FOURWORLD CAPITAL MANAGEMENT LLC crossed $1B in regulatory AUM ($846.7M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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