FOURSIXTHREE CAPITAL LP
Latest filing: Mar 28, 2025 (260 days ago)
AUM
$1,634,686,315
59% change vs. 1 year ago
191% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
17
13% change vs. 1 year ago
21% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
520 MADISON AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.6 |
| Non-Discretionary | $0.0 |
| Total | $1.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.3 |
| Institutional | $0.3 |
| Total | $1.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 12% | $0.0 |
| Equity Non-Exch | 2% | $0.0 |
| Govt Agency | 11% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 10% | $0.0 |
| HY Credit | 2% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 38% | $0.1 |
| Other | 23% | $0.1 |
| Total | 99% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FOURSIXTHREE MM, LLC | $0.0 | - | |
| FOURSIXTHREE GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| JOSHI, RAYAN, RAMESH | HEAD OF RESTRUCTURING AND LIMITED PARTNER |
| KELLY, WILLIAM, MICHAEL | CO-FOUNDER, COO, CCO AND LIMITED PARTNER, CO-FOUNDER/OWNER |
| BALKAN, RICHARD, SCOTT | CO-FOUNDER, CIO AND LIMITED PARTNER, CO-FOUNDER/OWNER |
| NEWTON, ANDREW, LINDSEY | HEAD OF RESEARCH AND LIMITED PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $1.6 | $0.0 | 0% | 17 | 0 | 0% |
| 2025-04-21 | $1.6 | $0.0 | 0% | 17 | 0 | 0% |
| 2024-04-02 | $1.0 | $0.6 | 59% | 15 | 2 | 13% |
| 2023-04-04 | $0.8 | $0.8 | 100% | 15 | 2 | 13% |
| 2022-04-01 | $0.6 | $1.1 | 191% | 14 | 3 | 21% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 10 | 7 | 70% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV