1607 Capital Partners, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 144758
- Registered since
- September 14, 2007
- Website
- 1607capital.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles38%
- Pension & Profit Sharing Plans24.07%
- Charitable Organizations19.65%
- State / Municipal Government16.94%
- HNWI1.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
1607 Capital Partners, LLC is a hedge-fund–style registered adviser organized as an LLC and on the SEC register since 2007. The firm principally serves institutional clients and runs discretionary portfolios across pooled vehicles and separate accounts for individuals, small businesses, corporations and other institutions. Its compensation includes both an asset-based fee and performance-linked fees. The firm self-identifies as an active ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other67%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents1%
Contacts
3 of 14Jr. Burkhart
DirectorCRD 4511598
Ashley Long
Managing Director, InvestmentsCRD 2465003
Shannon Fake
Managing Director, InvestmentsCRD 2510796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$704M in ETFs
100%
$704M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) EURO STOXX 50(R) ETF (FEZ) | State Street | Passive | Europe Stock | $127M | 1,843,028 | 17.98% |
Location
Richmond, VA
Richmond City
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Richmond City
- Address
- 13 S 13th St
- Time zone
- ET (UTC-5)
- Office locations
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