327 Capital Partners, LLC
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Overview
327 Capital Partners, LLC operates as an advisory firm located in San Antonio, Texas. 327 Capital Partners, LLC controls $341.4 million in assets under management throughout seven accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). 327 Capital Partners, LLC has a small team, including 1 financial advisor. 327 Capital Partners, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets such as options, equities and bonds.
327 Capital Partners, LLC manages all of its accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing client approval. 327 Capital Partners, LLC's average account size is $48.8 million. The typical advisor at 327 Capital Partners, LLC administers about seven client accounts, placing it among the more individualized advisor firms in the country.
327 Capital Partners, LLC's headquarters is located at 3511 Broadway, San Antonio, Texas 78209. It is legally permitted to provide services to investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
327 Capital Partners, LLC by the Numbers
$341.4 million
3
7
$48.8 million
Fee Structure
A financial advisor's fees usually are based on which services the firm provides the client. However, fees billed by the firm most likely include some combination of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
327 Capital Partners, LLC works with pooled investment vehicles. Out of its seven customers, 327 Capital Partners, LLC's largest client group is pooled investment vehicles. None of its customers are non-U.S. persons.
- 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
327 Capital Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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