Actively seeking investments in each of four key verticals within the financial services sector:
Wealth Management
Comprehensive investment advisory, outsourced CIO, and related financial planning services for high-net-worth and institutional clients. 4100FS partners include Registered Investment Advisors (RIAs) serving as fiduciaries
Multi-Family Office
Tailored services directed toward both an ultra-high-net-worth client audience and other investment advisory firms serving those clients. Services, in addition to investment management, include outsourced CFO, bill paying, tax and estate planning, and philanthropy
Asset Management
Investment management firms offering proprietary investment strategies to institutional clients. 4100FS prioritizes building distribution channels for current portfolio company strategies and those that complement the wealth management and MFO verticals
Ancillary Services
Ancillary financial services that enhance 4100FS wealth management, MFO, and asset management verticals. Representative services include accounting, tax, trust, insurance, and wealth/asset management-focused fintech solutions