1505 Capital LLC

RIASEC RegisteredEst. 2018

Total AUM

$486M

Discretionary

$458M

94% of AUM

Avg account

$34.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 298880
Registered since: October 23, 2018
Website: www.midwestholding.com
Custodians: U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Insurance Companies100%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

1505 Capital LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2018. The firm focuses on institutional clients and positions itself as a capital allocator, providing portfolio management for businesses and institutions and selecting other advisers on behalf of its clients. Its fee arrangements are varied and include percentage-of-AUM fees, fixed fees, performance-based fees and other structures. The firm is owned by a domestic entity and an individual. It reports affiliations that include acting as a sponsor, general partner or managing member of pooled investment vehicles and relationships with other investment advisers and insurance company entities. 1505 Capital does not identify as an active ESG investor and is not registered as a multi-state adviser.