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 is an LLC that operates as a private equity fund manager and is SEC-registered as of 2024. Its client base is institutional and its principal advisory activity is portfolio management for pooled investment vehicles. The firm charges a mix of asset-based fees and performance-related fees and identifies itself as the sponsor/GP or managing member of its pooled vehicles rather than as a capital allocator to outside strategies. It does not flag itself as an active ESG investor and is not designated a multi-state adviser. The firm’s ownership is recorded as a combination of a domestic entity and individual ownership. Industry relationships noted in the record include connections with broker-dealers, other investment advisers, CPO/CTAs, trust companies, accounting firms, insurance companies, pension consultants, and entities that act as sponsors or general partners of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Avery Adams

    Avery Adams

    Managing DirectorCRD 7080857

  • Mark Scharosch

    Mark Scharosch

    Managing DirectorCRD 7090653

  • Michael Johnson

    CCOCRD 8066694

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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