4POINT9 CAPITAL ADVISORS LLP

Thesis

4POINT9 CAPITAL ADVISORS LLP is an investment advisory firm registered as an Exempt Reporting Adviser (ERA) with the SEC, incorporated in India on December 14, 2018, with its principal office in Mumbai. The firm, through its association with A91 Partners, focuses on supporting founders in building enduring businesses by acting as patient and active partners during the transition from start-up to scale-up. Their investment philosophy prioritizes commitment over bets, emphasizes speed and velocity, and highlights the importance of responsible capital stewardship and holistic firm involvement in every investment. The firm's strategy involves building or acquiring specialty finance firms in opportunistic markets with attractive risk-reward profiles, often focusing on excess risk-protected, asset-backed loans. They aim to lead conversations in niche market finance solutions by partnering with sales-focused market experts and deeply embedding themselves in the operations of acquired businesses to facilitate scaling. While specific fund sizes and AUM are not disclosed, they manage several alternative investment funds registered with SEBI in India. Their geographic scope is primarily India, though they have investments in US-based entities. Related entities like Four Point Capital Advisors and Four Points Capital Partners have distinct strategies and teams.