# Fourth Turning Partners — General partner of The Modern Revolution Fund LP

## Summary
Fourth Turning Partners LLC is a Delaware limited liability company that serves as the general partner of The Modern Revolution Fund LP, a highly liquid, transparent fund trading digital assets, options, futures, and equities. The strategy is guided by proprietary AI research and disciplined risk management. Interests are offered under Rule 506(c) of Regulation D to verified accredited investors only.

## Contact
- Email: investors@fourthturningpartners.com
- Website: https://fourthturningpartners-website.joehandlesit.com
- Jurisdiction: Delaware, United States

## Entities
- Fourth Turning Partners LLC (Delaware) — general partner.
- The Modern Revolution Fund LP (Delaware) — the investment vehicle.
- Delta Digital LLC (Tennessee) — investment management and operational services.
- Neither Fourth Turning Partners LLC nor Delta Digital LLC is registered as an investment adviser; both rely on applicable exemptions, including the private fund adviser exemption.

## Thesis
- The "fourth turning" framing draws on Strauss and Howe: history as a recurring cycle of generational turnings, with the fourth being the period when core institutions are remade.
- Money is one of those institutions. The first three financial revolutions were double-entry bookkeeping, the joint-stock company, and the modern central bank. The fourth is the convergence of programmable money, artificial intelligence, and globally accessible markets.
- The firm treats AI as core research and implementation infrastructure (not a marketing label), risk management as the central discipline (not an overlay), and transparency as a feature (not a compliance burden).

## Strategy — four disciplines, one liquid fund
- AI Research & Implementation — AI systems for signal discovery, execution, and portfolio construction.
- Financial Markets — digital assets, options, futures, and equities.
- Risk Management — position sizing, drawdown control, explicit scenario analysis.
- AI Safety — evaluation, monitoring, and override for autonomous systems that allocate capital.

## Fund terms
- The Modern Revolution Fund LP — Delaware limited partnership.
- Highly liquid book.
- 90-day initial lockup.
- 14-day withdrawal notice thereafter.
- Interests offered only under Rule 506(c) of Regulation D to verified accredited investors.

## Approach — The Evolution of Financial Institutions
- The four financial revolutions: 1494 double-entry bookkeeping; 1602 joint-stock company; 1694 modern central bank; now, the convergence of programmable money, AI, and global markets.
- We treat AI as core research and implementation infrastructure.
- Risk management is the central discipline, not an afterthought.
- Transparency is a core feature, not a compliance burden.
- We invest through the Fourth Turning transition.
- "The institutions of the last era do not survive the fourth turning intact. The financial system is one of them."

## Principals
- Tim Darrah — Co-Founder & Chief Investment Officer. Faculty, School of Engineering, Vanderbilt University (generative AI). Author of the SIEVE framework and the Mangrove Memory architecture.
- David Buttrey — Co-Founder & Chief Executive Officer. Leads investor relations, capital formation, LP communications, fund administration, regulatory engagement, and service-provider relationships.

## Research (preprints forthcoming)
- SIEVE (Strategy Indicator Embeddings with Value Estimation) — a learned representation of technical indicators that predicts whether a trading strategy will trade and whether it will be profitable, without running the backtest. 0.976 AUC on the trade/no-trade task across 1.1M backtests, 63 assets, 136 indicators. As a pre-filter, has cut backtesting compute by 64.3% across 1.24M production runs while retaining approximately 95% of winning strategies.
- Mangrove Memory — an architecture giving AI agents memory that does not degrade with use and does not require an LLM call to read. Uses a formal ontology from Knowledge Space Theory as middleware; consolidation runs offline between sessions.

## Inquiry process
- We welcome inquiries from accredited investors and their advisors.
- Typical response within two business days.
- After fit is confirmed, we send the Confidential Private Placement Memorandum, Limited Partnership Agreement, and Subscription Documents under separate cover.
- Subscriptions accepted only after formal verification of accredited-investor status under Rule 506(c).

## Pages
- Home: https://fourthturningpartners-website.joehandlesit.com/