Fourth Wall Advisors LLC • Common Disclosures

Disclosure:

Important Disclaimers

Fourth Wall Advisors LLC ("Fourth Wall") is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. Fourth Wall provides investment advisory and related services for clients nationally. Fourth Wall will maintain all applicable registration and licenses as required by the various states in which Fourth Wall conducts business, as applicable. Fourth Wall renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

 

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://www.fourthwalladvisors.com (“Website”) or any of the information or services provided by Fourth Wall Advisors LLC (collectively “Fourth Wall”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Fourth Wall in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Fourth Wall reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on May 20, 2025.

 

Risk Disclosure

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about Fourth Wall and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Fourth Wall does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise Fourth Wall, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

Fourth Wall will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure"), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.

Privacy Disclosures

Fourth Wall is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.

Fourth Wall does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.

We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.

When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.

 

Email Disclosures

Fourth Wall often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Fourth Wall makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Fourth Wall private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: Fourth Wall does not accept trading or money movement instructions via email.

As a registered investment advisor, Fourth Wall emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Fourth Wall or the securities regulators.

If you have received an email from Fourth Wall in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please Contact Us.

 

Social Websites

Fourth Wall may utilize third-party websites, including social media websites, blogs and other interactive content. Fourth Wall considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Fourth Wall generally retains copies of information that Fourth Wall or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Fourth Wall or the securities regulators.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Fourth Wall’s advisory persons after entering into an advisory agreement and provided Fourth Wall with all requested background and account information.

If you have any questions regarding our policies, please Contact Us.

Instrument, Strategy, and Market Disclosures

General Investment Risks All forms of investment carry inherent risks, which may include the total forfeiture of invested capital. The strategies outlined in this document may subject investors to substantial financial exposure, and there is no guarantee that the stated investment goals will be realized. Potential investors are advised to thoroughly evaluate their personal financial standing, risk appetite, and investment targets prior to committing to any financial decision.

Informational Use Only This material is distributed exclusively for informational use and does not represent a formal offer to sell, nor a solicitation to purchase, any securities, financial interests, or investment vehicles. Any valid offer or solicitation will be conducted solely through definitive offering memoranda. Such documents will provide comprehensive details concerning investment goals, associated risks, fee structures, expenses, and other critical material factors.

Specific Strategy and Performance Risks The primary risks related to the strategies described herein include, without limitation, the following factors:

Strategy and Performance Variability: Performance data cited in this document may be derived from accounts managed under varying market environments or via predecessor strategies utilizing comparable methodologies. Past metrics are not a reliable predictor of future outcomes, and realized returns may diverge significantly.

Emerging Manager Status: Fourth Wall Advisors operates as an emerging investment manager. Consequently, the firm possesses a limited track record of operations and performance for investor assessment. There is no certainty that Fourth Wall will successfully attain its intended investment targets.

Risks of Asset Allocation: The success of the investment depends partially on how capital is distributed among various asset classes, financial instruments, and tactical strategies. Poorly timed or inaccurate allocation choices may lead to performance that lags behind alternative investment methods or standard benchmarks.

General Market Volatility: Financial systems are inherently volatile and unpredictable. Investment values are susceptible to fluctuations driven by shifting economic landscapes, interest rate adjustments, inflation forecasts, geopolitical events, government fiscal policies, and broader macroeconomic elements. Investors face the risk of losing a portion or the entirety of their principal.

Leverage and Derivatives Exposure: The investment strategies detailed here may utilize derivative instruments, such as futures and options, and may also engage in leverage. The use of these financial tools can magnify both potential returns and liabilities, thereby increasing overall portfolio volatility and the probability of loss.

International Market Risks: Allocating capital to non-U.S. markets introduces unique variables and special risks, including exchange rate volatility, lower liquidity levels, currency fluctuations, political or economic turbulence, divergent regulatory frameworks, and legal or accounting standards that may be less robust than domestic equivalents. Investing in emerging and frontier markets can be riskier than investing in well-established foreign markets.

Investing in small- and mid-cap equities generally involves greater risks, and therefore, may not be appropriate for every investor.

Liquidity Constraints: Specific financial instruments or prevailing market states may restrict the ability to initiate or liquidate positions at preferred price points or timeframes. This friction can lead to financial losses or execution delays.

Model and Operational Hazards: Investment choices may depend on quantitative algorithms, data feeds, or analytical structures that are subject to errors, flawed premises, or inherent restrictions. No guarantee exists that these models will function effectively across all market scenarios.

Performance Data Limitations Historical data should not be viewed as a forecast of future performance. Any hypothetical, back-tested, or projected figures presented are subject to inherent limitations and rely on assumptions that may not align with real-world trading environments. Realized results may vary substantially.

Closing Acknowledgement Fourth Wall Advisors is under no obligation to amend or update any forward-looking assertions, projections, or expectations in response to evolving market conditions. Acceptance of this presentation constitutes the recipient's acknowledgement and agreement to these terms.

Commodities and Currencies are generally considered speculative because of the significant potential for investment loss. They are volatile investments and should only form a small part of a diversified portfolio. Markets for precious metals and other commodities are likely to be volatile and there may be sharp price fluctuations even during periods when prices overall are rising.

Alternative Investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. Investors should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in hedge funds, managed futures, distressed credit or other similar strategies if they do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.

There is an inverse relationship between interest rate movements and fixed income prices. Generally, when interest rates rise, fixed income prices fall and when interest rates fall, fixed income prices rise.