1623 Capital LLC
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Overview
1623 Capital LLC operates as an advisory firm headquartered in Alexandria, Virginia. The firm has $244.4 million in assets under management throughout seven customer accounts, making it a mid-tier firm in the nation by assets under management (AUM). The firm has a small team, including 5 financial advisors. 1623 Capital LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, equities and bonds.
1623 Capital LLC oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction choices for the client's account without requiring the customer's approval. 1623 Capital LLC's typical account size is $34.9 million. The typical advisor at 1623 Capital LLC oversees about one client account, placing it among the most individualized firms in the country.
1623 Capital LLC's central office is located at 2000 Duke Street, Alexandria, Virginia 22314. 1623 Capital LLC is legally registered to serve customers in the state of Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
1623 Capital LLC by the Numbers
$244.4 million
7
7
$34.9 million
Fee Structure
Financial management fees depend on which service is provided. However, fee types charged by 1623 Capital LLC most likely are comprised of some combination of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the company 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
The company provides services to pooled investment vehicles. Out of its seven accounts, 1623 Capital LLC's biggest client type by number of accounts is pooled investment vehicles. Around 57% of its clients 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
1623 Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at 1623 Capital LLC
Alexandria, VA
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