Firm profile

4D ADVISORS, LLC

REDONDO BEACH, CACRD 315045Latest ADV March 31, 2026

4D Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redondo Beach, CA. Its latest Form ADV filing, dated March 31, 2026, reports $316M in regulatory assets under management, 3 employees, and 1 account.

Assets Under Management
$316M
Employees
3
Offices
--
Total Clients
<5
Primary office
REDONDO BEACH, CA
1801 SOUTH CATALINA BLVD, #306, REDONDO BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOKeith B. Williams
CFOKeith B. Williams

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$316Mas of March 31, 2026
Discretionary100.0%
$316M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$316M
Total Accounts1
10Y AUM Change+$53M (+20.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee0:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.