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 adviser organized as an LLC and operating since 2007. The firm serves institutional clients and manages pooled vehicles alongside separate accounts for individuals, small businesses, and institutions. Its compensation structure combines a percentage-of-AUM fee with performance-based fees, and it identifies as an active ESG investor. Advisory activity includes portfolio management for pooled investment vehicles and for both business and individual clients.
Assets & Accounts
Public Holdings
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
- Other67%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents1%
Contacts
3 of 14
Kevin Rutherford
Director of ComplianceCRD 2196199
Jr. Burkhart
DirectorCRD 4511598
Christopher Mackay
Managing Director, Client ServicesCRD 2763745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$1.4B in ETFs
100%
$1.4B
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 | $253M | 3,686,056 | 17.97% |
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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