16TH AMENDMENT ADVISORS LLC

RIASEC RegisteredEst. 2009

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 an SEC-registered investment adviser organized as an LLC and operating since 2009. The firm is classified as a hedge fund and serves both individual/family and institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles; the firm also acts as sponsor/GP/managing member for pooled vehicles it runs. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. The firm indicates a fixed-income orientation and does not identify as an active ESG investor or a multi-state adviser.