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Fourthstone
FOURTHSTONE LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2019.
Fourthstone
FOURTHSTONE LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2019. The firm manages approximately $1.2 billion in regulatory assets. It has 12 employees and 7 investment advisers.
General information
Firm type
Asset Manager
Year founded
2008
AUM
Undisclosed
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
St. Louis, Missouri, United States
Principals
Amy L. Brown
Managing Director
Mark A. H. O.
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Fourthstone?
Amy L. Brown and Mark A. H. O. are the named managing directors at Fourthstone, overseeing investment decisions across real estate and private credit strategies.
Does Fourthstone invest in direct real estate or only through funds?
Fourthstone invests both through direct acquisitions and structured debt, including mezzanine positions, targeting value-add and distressed opportunities in US secondary markets.
Is Fourthstone a family office or an independent asset manager?
Fourthstone operates as an independent asset manager, not a family office. The firm does not disclose any single-family or multi-family office affiliation.
What investment stages does Fourthstone target?
The firm targets value-add and opportunistic stages, focusing on commercial real estate assets such as office, retail, and industrial properties.
Which sectors does Fourthstone explicitly avoid?
Fourthstone does not publicly disclose excluded sectors. The firm's known activity is limited to real estate and private credit.
Where does Fourthstone deploy capital geographically?
Fourthstone focuses on US secondary and tertiary markets, particularly in the Midwest, avoiding primary markets like New York or San Francisco. - per the firm's public filings
How does Fourthstone source deal flow?
The firm sources deals through direct relationships with owners, brokers, and operators in niche markets, leveraging principals' industry networks.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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