16th Amendment Advisors LLC

RIASEC Registered

Total AUM

$390M

Discretionary

$390M

100% of AUM

Avg account

$4.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 150575
Registered since: June 23, 2009
Website: 16rock.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI73.54%
Pooled Investment Vehicles26.46%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

16th Amendment Advisors LLC is a hedge-fund–structured registered investment adviser focused on fixed-income management and pooled vehicles. The firm has been registered with the SEC since 2009 and serves both individual/family and institutional clients. Its advisory scope covers portfolio management for individuals and small businesses as well as management of pooled investment vehicles; the firm also sponsors and acts as GP/managing member of those pooled vehicles. Compensation blends a percentage-of-AUM fee with performance-based fees.