25 Capital Partners, LLC

CRD#158449
Investment Advisor Firm

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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

$424.3 million

Number of Advisors

6

Disclosures

No

Office Location

3540 Toringdon Way
Charlotte, NC 28277

25 Capital Partners, LLC by the Numbers

Total Assets Under Management

$424.3 million

National Average: $8.6 billion
Total Number of Employees

9

National Average: 64
Total Number of Accounts

5

National Average: 375,227
Average Account Size

$84.9 million

National Average: $23.0 thousand
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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

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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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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