NewRiaPulse / report
Fournorth Capital LLC: new SEC registration, $118M AUM, West Conshohocken, PA
Fournorth Capital LLC (West Conshohocken, Pennsylvania): new SEC registration, $118M AUM, West Conshohocken, PA. Its amount of 118 is below the median of 134 (36th percentile). Dated 217 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 118 · 36th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 10 published fields of this record are shown below. Locked: 29 related PA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Fournorth Capital LLC |
| Legal name | Fournorth Capital LLC |
| CRD | 340927 |
| Status | Approved |
| Registered with the SEC | 2026-04-01 |
| Latest Form ADV filing | 2026-07-29 |
| Location | West Conshohocken, PA, United States |
| Regulatory AUM | $117,675,100 |
| Accounts | 1 |
| Employees | 3 |
| amount percentile | 36th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (30 PA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-01
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (PA first): Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Fs Digital Infrastructure Advisor, LLC · Emerald Investment Advisers, LLC · Valen Private Capital, LLC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Fournorth Capital LLC and 30 Pennsylvania peers
- Pennsylvania NewRiaPulse records like this one: 30
- Fournorth Capital LLC's amount: 36th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Pennsylvania peer: $6,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $118M under management.
What is the NewRiaPulse record for Fournorth Capital LLC in West Conshohocken, Pennsylvania?
Fournorth Capital LLC received SEC registration as an investment adviser (2026-04-01) with $117,675,100 in regulatory assets under management, based in West Conshohocken, PA.
How does Fournorth Capital LLC compare to other Pennsylvania NewRiaPulse records?
Its amount of 118 is below the median (36th percentile); smaller records often move faster and face less competition. It is 217 days old; check the official source for later updates before acting.
Fournorth Capital LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Fournorth Capital LLC | West Conshohocken, PA | 118 | 36th | 2026-04-01 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.