56 Capital Partners, Ltd
Firm details
- Headquarters
- Colorado Springs, Colorado
- CRD number
- 290938
- Website
- 56capitalpartners.com
- Custodians
- INTERACTIVE BROKERS LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals36.33%
- HNWI36.18%
- Pension & Profit Sharing Plans27.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
56 Capital Partners, Ltd. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves a mix of individual and family clients as well as institutional accounts. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is flexible and includes percentage-of-AUM fees, hourly charges, and fixed-fee arrangements. The firm does not describe itself as an active ESG investor and does not operate as a capital allocator. Industry affiliation noted in the source materials includes CPO/CTA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities74%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds6%
- Non-Investment Grade Corp Bonds4%
- Other3%
Contacts
3 of 3
Erin Watkins
Investment Advisor RepresentativeCRD 6175779
Daniel Easton
Financial Operations AssociateCRD 7179724
Derek Martin
Investment Advisor RepresentativeCRD 6059805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 1465 Kelly Johnson Blvd
- Time zone
- MT (UTC-7)
- Office locations
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