4612 Group, Llc
- Regulatory AUM
- $773M
- Discretionary
- $265M
- Clients
- 9
- Avg AUM / client
- $85.9M
- Accounts
- 9
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $265M | 34.3% |
| Other | 2 | $508M | 65.7% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $297M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 4612 Sg Holdco, Lp | Other Private Fund | Delaware | $65.2M | 51 |
| 4612 Credit Opportunity Fund, Lp | Other Private Fund | Delaware | $62.5M | 48 |
| 4612 Broadband Holdco, Lp | Other Private Fund | Delaware | $50.0M | 28 |
| 4612 Av Holdco, Lp | Other Private Fund | Delaware | $45.7M | 30 |
| 4612 Riverstone Holdco, Lp | Other Private Fund | Delaware | $41.4M | 16 |
| 4612 Swift Holdco, Lp | Other Private Fund | Delaware | $32.2M | 34 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| King, Joe, Tom | Managing Partner | Jul 2016 (10y) | 50% – 75% | |
| Wren, William, Calhoun | Partner | Jul 2016 (10y) | 10% – 25% | |
| Garell, Tyler, Burton | Partner | Feb 2020 (7y) | 10% – 25% | |
| Summerlin, Anna, Jefcoat | Chief Financial Officer / Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Moravec, Jonathan, Taylor | Partner | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Satulah Ventures, Llc | Partner | Mar 2019 | A | 10% – 25% |
Undisclosed: 0% – 20% 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 (6, $297M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 4612 Sg Holdco, Lp | Other Private Fund | $65.2M | $500K | 51 |
| 4612 Credit Opportunity Fund, Lp | Other Private Fund | $62.5M | $500K | 48 |
| 4612 Broadband Holdco, Lp | Other Private Fund | $50.0M | $250K | 28 |
| 4612 Av Holdco, Lp | Other Private Fund | $45.7M | $500K | 30 |
| 4612 Riverstone Holdco, Lp | Other Private Fund | $41.4M | $500K | 16 |
| 4612 Swift Holdco, Lp | Other Private Fund | $32.2M | $500K | 34 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.44 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Merrill Lynch $184M (24% of AUM) Mar 2026
- Northern Trust $63.4M (8% of AUM) Mar 2026
- J.P. Morgan $28.2M (4% of AUM) Dec 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗