327 Capital Partners, LLC

RIASEC RegisteredEst. 2021
Total AUM
$506M
Discretionary
$506M
100% of AUM
Avg account
$63.2M
Accounts
8
Employees
3
Advisory reps
2

Firm details

Headquarters
San Antonio, Texas
CRD number
313414
Registered since
July 1, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

327 Capital Partners, LLC is an SEC-registered private equity manager organized as a limited liability company. The firm is owned by an individual and identifies its client base as institutional. Its regulatory registration dates to 2021. The firm’s primary advisory activity is portfolio management for pooled investment vehicles, and it also functions as sponsor, general partner, and managing member of those pooled vehicles. Fee arrangements include a percentage-of-AUM component alongside performance-based fees and other fee lines. 327 Capital Partners does not list itself as an active ESG investor and is not designated a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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
  • Glenn Skreppen

    Chief Compliance OfficerCRD 7815081

Contacts

1 of 1
  • James Weaver

    MemberCRD 7352246

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

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Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
3511 Broadway
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth