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 SEC-registered private equity manager organized as an LLC that provides portfolio management for pooled investment vehicles. The firm targets institutional clients and operates with a fee mix that includes both asset-based fees and performance-linked compensation. It lists itself as a sponsor/manager of pooled funds and maintains industry relationships spanning broker-dealers, trust companies, accounting firms, insurance companies, and pension consultants, among others. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

    Avery Adams

    Managing DirectorCRD 7080857

  • Mark Scharosch

    Mark Scharosch

    Managing DirectorCRD 7090653

  • Michael Johnson

    CCOCRD 8066694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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