147th Group LLC

Overview

147th Group LLC is a small, equity‑focused registered investment adviser that manages discretionary portfolios for individuals, families and a limited number of institutional clients. The firm’s stated advisory activity centers on portfolio management for individuals and small businesses, and its fee arrangement combines a percentage of assets under management with the potential for performance‑based fees. That structure, together with a concentrated use of exchange‑traded equities, indicates an active, performance‑oriented approach rather than a purely advisory or passive‑only model. Investment positioning shows a clear preference for publicly traded equities and ETFs as core building blocks, supplemented by mutual funds where needed for diversification or specialized exposures. The equity tilt suggests the firm favors liquid, transparent instruments that support both concentrated stock exposure and ETF‑based allocations for market tilts or sector plays. Because the firm is not registered as a multi‑state adviser and does not self‑describe as an ESG investor, its allocation priorities appear driven by return and tactical opportunity rather than an ESG mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices