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 a privately held limited liability company that operates as a private equity manager and sponsor of pooled investment vehicles. The firm is SEC-registered (since 2021) and reports an institutional client base. Its stated advisory activity is portfolio management for pooled investment vehicles, and it typically functions as sponsor, general partner, or managing member of those vehicles rather than acting solely as a capital allocator. Fee arrangements include a percentage of AUM, performance-based fees and other fee components. The firm does not identify as an active ESG investor and does not present itself as a multi-state advisory network.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

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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