1316 Capital LLC
RIASEC Registered
Total AUM
$2
Discretionary
$2
100% of AUM
Avg account
$2
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339245
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
1316 Capital LLC is a small, individual-owned limited liability company that provides portfolio management services for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not market itself as an ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. Public filings classify the adviser as “unclassified”; the year it registered with the SEC is not listed.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1
John Mcgreevy
FounderCRD 5957090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations