1607 CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- RICHMOND, Virginia
- CRD number
- 144758
- Registered since
- September 14, 2007
- Website
- 1607capital.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles38%
- Pension & Profit Sharing Plans24.07%
- Charitable Organizations19.65%
- State / Municipal Government16.94%
- HNWI1.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
1607 Capital Partners, LLC is an SEC-registered hedge fund manager that serves primarily institutional clients. The firm operates under a fee model that combines a percentage of assets under management with performance-based fees and provides portfolio management across individuals/small businesses, pooled vehicles, and institutional clients. The firm identifies as an active ESG investor and has been SEC-registered since 2007.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Other67%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents1%
Contacts
3 of 14JR. BURKHART
DirectorCRD 4511598
ASHLEY LONG
Managing Director, InvestmentsCRD 2465003
SHANNON FAKE
Managing Director, InvestmentsCRD 2510796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$890M in ETFs
100%
$890M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) EURO STOXX 50(R) ETF (FEZ) | State Street | Passive | Europe Stock | $146M | 2,350,515 | 16.40% |
Location
RICHMOND, VA
RICHMOND CITY
Location
RICHMOND, VA
Headquartered in RICHMOND, VA, in the South of the United States.
- Region
- South
- County
- RICHMOND CITY
- Address
- 13 S 13th St
- Time zone
- ET (UTC-5)
- Office locations
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