1035 Capital Management LLC

Overview

1035 Capital Management LLC is an independent, employee-owned investment advisory organized as a limited liability company and based in St. Louis. The firm serves individuals and families, charging fees as a percentage of assets under management, and positions itself as an SMA-focused equity manager. Its deliverables include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the publication of periodicals or newsletters. The firm lists four public strategy offerings on its materials — Small Cap Core, High Yield Preferred Equity, Investment Grade Preferred Equity, and Commodity Trend Following — and says it will customize SMA solutions to client specifications.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices