Foursixthree Capital Lp
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 10
- Avg AUM / client
- $318M
- Accounts
- 10
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $2.5B | 80.0% |
| Other | 2 | $637M | 20.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Foursixthree Master Fund, Lp master | Hedge Fund | Cayman Islands | $863M | 54 |
| Foursixthree Cav Master, Lp master | Hedge Fund | Cayman Islands | $118M | 11 |
| Foursixthree Opportunistic Fund, Lp | Hedge Fund | Cayman Islands | $24.6M | 1 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Balkan, Richard, Scott | Co Founder, Cio And Limited Partner | Jul 2020 (6y) | 25% – 50% | |
| Joshi, Rayan, Ramesh | Head Of Restructuring And Limited Partner | Jul 2020 (6y) | 5% – 10% | |
| Kelly, William, Michael | Co Founder, Coo, Cco And Limited Partner | Jul 2020 (6y) | 25% – 50% | |
| Newton, Andrew, Lindsey | Head Of Research And Limited Partner | Dec 2020 (6y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Foursixthree Gp, Llc | General Partner | Oct 2020 | A | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $1.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Foursixthree Master Fund, Lp | Hedge Fund | $863M | $10.0M | 54 |
| Foursixthree Cav Master, Lp | Hedge Fund | $118M | $100K | 11 |
| Foursixthree Opportunistic Fund, Lp | Hedge Fund | $24.6M | $10.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Goldman Sachs $1.7B (53% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗