1315 CAPITAL

RIASEC RegisteredEst. 2020
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$123M
Accounts
11
Employees
17
Advisory reps
3

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
175292
Registered since
March 19, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

1315 Capital is a private equity manager that operates as sponsor, general partner and managing member of pooled investment vehicles. The firm focuses on running private funds for institutional clients and serves primarily as portfolio manager for those pooled vehicles. Its business model combines fund-level control with allocations to external managers, and its fees include both a percentage-of-assets component and performance-based fees. 1315 Capital is registered with the SEC (registered in 2020) and is organized as a limited liability company with domestic ownership. The firm is not an active ESG investor and does not present as a multi-state adviser. Its client base is institutional, and its activities are concentrated on private market strategies rather than retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRIAN SCHWENK

    Chief Financial Officer & Chief Compliance OfficerCRD 6463700

Contacts

2 of 2
  • M KOBY

    Founding PartnerCRD 2759119

  • ADELE OLIVA

    Founding PartnerCRD 6012261

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

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
3025 John F Kennedy Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth