1607 CAPITAL PARTNERS, LLC other names

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Adviser Profile

As of Date:

02/22/2024

Adviser Type:

- Large advisory firm

Number of Employees:

18 5.88%

of those in investment advisory functions:

9 12.50%

Registration:

SEC, Approved, 9/14/2007

AUM:

4,347,576,784 11.39%

of that, discretionary:

4,347,576,784 11.39%

Private Fund GAV:

1,653,254,854 16.58%

Avg Account Size:

189,025,078 30.76%

% High Net Worth:

4.55% 100.00%

SMA’s:

YES

Private Funds:

5 1

Contact Info

804 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 675M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

1607 Capital Partners, LLC Buys 2, Sells 3 in 4th Quarter
02/17/2023

Related Stocks: EFA, EEM, EZU, IEF, LQD,

gurufocus.com

Top 5 2nd Quarter Trades of 1607 Capital Partners, LLC
08/15/2022

Related Stocks: IGI, MBB, EWJ, LQD, MIN,

gurufocus.com

1607 Capital Partners, LLC Buys iShares iBoxx USD Investment Grade Corporate Bond , Vanguard ...
11/16/2021

Related Stocks: LQD, MUB, SRV, SDHY, VMBS, FUND, XLI, VTEB, BST, VBF, EVV, EIM, MUE, NIM, FMN, EWC,

gurufocus.com

1607 Capital Partners, LLC Buys iShares MBS ETF, BlackRock Science and Technology Trust II, BTC ...
08/18/2021

Related Stocks: MBB, GOVT, LQD, EWA, XLY, GPM, BSTZ, NFJ, BMEZ, MUB, SDHY, BNY, EFA, FUND, DNP, EXG, MAV, MSD,

gurufocus.com

Strategic Equity sails through continuation vote but promises action on 16% discount
03/31/2021

‘The company’s NAV has risen 33% since Ken Wotton was appointed as lead fund manager in September ... of London Investment Management and 1607 Capital Partners, who may also be interested ...

citywire.co.uk

ScotGems Plc - Holding(s) in Company
03/29/2021

9. Information in relation to the person subject to the notification obligation 1. Person subject to the notification obligation is not controlled by any natural person or legal entity and does not control any other undertaking(s) holding directly or ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 3 $1,428,982,073
Other Private Fund 2 $224,272,781

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Private Funds



Employees