1248 PARTNERS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$323M
Discretionary
$323M
100% of AUM
Avg account
$46.2M
Accounts
7
Employees
4
Advisory reps
3

Firm details

Headquarters
KANSAS CITY, Missouri
CRD number
325304
Registered since
May 29, 2024
Website
12-48.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

1248 Partners, LLC operates as a manager of pooled investment vehicles with a clear leaning toward private capital strategies. The firm is classified as a private equity fund and provides portfolio management for pooled vehicles, serving an institutional client base. Its fee model combines a percentage-of-assets approach with performance-based fees, consistent with conventional private fund economics and incentive alignment between managers and limited partners. The firm is registered with the SEC as of 2024 but is not listed as a newly formed adviser, which suggests it moved into SEC registration after an operational period. 1248 Partners, LLC does not position itself as an active ESG investor, and it is not a multi-state adviser or a capital allocator in the sense of a fund-of-funds. Its corporate affiliations span the industry — broker-dealer, other investment advisers, CPO/CTA, trust company, accounting and insurance firms, pension consulting, and sponsor/GP roles in pooled vehicles — indicating experience both on the distribution side and on sponsor/manager duties for private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • AVERY ADAMS

    Investment Banking AssociateCRD 7080857

  • Mark Scharosch

    Managing DirectorCRD 7090653

  • Michael Johnson

    CCOCRD 8066694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

KANSAS CITY, MO

JACKSON

Location

KANSAS CITY, MO

Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JACKSON
Address
4622 Pennsylvania Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth