1102 Partners, LLC

Overview

1102 Partners, LLC is an independent registered investment adviser that focuses on serving individual and family clients with tailored financial planning and portfolio management. The firm leans toward an equity-oriented investment approach, managing concentrated exposure to listed securities and exchange-traded products while supplementing portfolios with third‑party mutual funds and alternative managers. Its fee arrangements are flexible—combining a percentage-of-AUM model with hourly and fixed-fee engagements—which positions the firm to work with both ongoing wealth management relationships and project-based planning clients. Investment activity centers on discretionary portfolio management for individuals and small businesses, with the firm maintaining a non-ESG stance and no formal pension consulting practice. 1102 Partners structures client work to accommodate direct equity exposure alongside manager-driven alternatives, emphasizing manager selection and portfolio construction rather than acting as a capital allocator into proprietary private vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices