4612 Group, LLC

4612 Group primarily manages private pooled investment vehicles and provides non-discretionary wealth management and consulting to high‑net‑worth individuals, family offices, and companies. As of December 31, 2025 the firm reported approximately $773.3 million in regulatory assets under management, with about $508.2 million managed on a non‑discretionary basis and $265.1 million on a discretionary basis.

The firm sponsors single‑security focused partnerships and a private credit fund that targets lower‑middle‑market companies, conducting due diligence on market position, cash flow, assets, management, and exit strategies for each investment. For wealth management clients, 4612 Group develops individualized asset allocations and typically implements portfolios by allocating to strategies and managers primarily outside the firm, with ongoing monitoring and rebalancing.

4612 Group’s structure and practices are notable for several reasons: affiliates and 4612 Group GP serve as general partners of multiple private funds (e.g., 4612 Credit Opportunities Fund, LP), the firm and its principals sometimes co‑invest alongside those funds, and it permits certain investors to receive different terms (including side letters). The firm also routinely places client assets into investments managed by other advisers and recommends private funds it manages to wealth clients, which the firm discloses as potential conflicts and addresses through internal policies.