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Four Seasons Asset Management Inc (Westport)


Four Seasons Asset Management Inc is an adviser based in Westport. It manages $22 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2001.

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Four Seasons Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Four Seasons Asset Management: assets under management

The assets under management (AUM) of Four Seasons Asset Management Inc is $22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Four Seasons Asset Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westport

The principal office where Four Seasons Asset Management Inc performs its advisory services is located at 129 Post Rd East, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-226-3696 or by fax 203-226-0887. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.4seasonsassets.com.


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