25 Capital Partners, LLC
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Overview
25 Capital Partners, LLC operates as a financial advisor company based in Charlotte, North Carolina. The company manages $424.3 million in assets under management throughout five client accounts, making it one of the larger firms in the country by assets under management (AUM). The company has a small team, including 6 financial advisors. 25 Capital Partners, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, options and stocks.
25 Capital Partners, LLC manages some of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions for the client's account without requiring the client's permission. The firm also has four non-discretionary accounts with a total of $231.2 million in assets under management. The firm's typical account size is $84.9 million. An average financial advisor at 25 Capital Partners, LLC manages fewer than one client account, placing it among the most personalized advisor firms in the country.
The company's central office is at 3540 Toringdon Way, Charlotte, North Carolina 28277. The company is legally allowed to provide services to clients in the state of North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
25 Capital Partners, LLC by the Numbers
$424.3 million
9
5
$84.9 million
Fee Structure
Financial management fees typically vary depending on the type of services offered. However, fees charged by the company can include the following fee types: asset-based or performance-based. 25 Capital Partners, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its five customers, 25 Capital Partners, LLC's largest client by number of accounts is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
25 Capital Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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