1230 ADVISORS, LLC other names

1230 CAPITAL LLC

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Adviser Profile

As of Date:

01/23/2024

Adviser Type:

- Mid-sized advisory firm

Number of Employees:

of those in investment advisory functions:

Registration:

SEC, Approved, 4/12/2021

AUM:

88,000,000 6.02%

of that, discretionary:

62,000,000 6.90%

GAV:

Avg Account Size:

888,889 0.67%

% High Net Worth:

56.25% -6.25%

SMA’s:

Private Funds:

Contact Info

(91 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary

Non-discretionary

58M 50M 41M 33M 25M 17M 8M

2021 2022 2023

Private Funds

No private funds

1230 ADVISORS, LLC other names 1230 CAPITAL LLC