SourcingSourcing

FOURTH SAIL CAPITAL US LP

C37
CRD 332445·SEC 801-130914·BOCA RATON, FL
AUM
$3.67B
$1B+
Est. Revenue
$36.7M
@ 1% on AUM
Est. EBITDA
$11.0M
@ 30% margin
Est. Deal Value
$88.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOURTH SAIL CAPITAL US LP
CRD
332445
SEC file #
801-130914
EIN
—
DBA names
—

Economics

AUM
$3.67B
AUM band
$1B+
AUM trajectory
'25'26
$2.38B → $3.67B▲ +54%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
fourthsailcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOURTH SAIL CAPITAL LP
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
4
Control Persons
FOURTH SAIL CAPITAL LP
FSC (US) LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FOURTHSAILCAP.COM
Rdap Domain Creation Date
2018-05-29T14:01:04Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4068
Soi Zip Pct 200k Plus
0.2057
Soi Zip Returns 200k Plus
2,240
Soi Zip Total AGI
2,174,316
Fdic Zip Total Deposits
23,473,774,000
Fdic Zip Branch Count
139
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Wachovia Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs4
Northern Trust4
E*trade4
Fdic Zip Branches Raw
California Federal Bank, A FSBBoca Raton, FL
American Savings of Florida, F.S.B.Boca Raton, FL
Fdic Zip HHI
2698.45
Fdic Zip Top Bank Share Pct
45.45
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-29T14:01:04Z
Rdap Domain Last Changed
2025-05-30T10:08:29Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI30,199
Returns2,570
Stub 2
AGI63,726
Returns1,730
Stub 3
AGI76,514
Returns1,240
Soi Zip Total Business Income
67,409
Soi Zip Total Cap Gains
516,059
Soi Zip Total Dividends
135,986
Soi Zip Total Returns
10,890
Trust Company Affiliate
No

People (2)

2
MERENSTEIN, ARIEL, NATAN
Executive Officer · 2.5%
5166485
DORIA, THIAGO
Executive Officer · 2.5%
7011561