747 Capital, LLC
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Overview
747 Capital, LLC operates as an advisory firm based in New York, New York. 747 Capital, LLC oversees $837.2 million in total assets over 27 client accounts, making it one of the larger financial advisory firms in the country by assets under management (AUM). 747 Capital, LLC has a small group, including 6 financial advisors. 747 Capital, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, stocks and bonds.
747 Capital, LLC manages all of its accounts in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without requiring client authorization. The investment advisory firm's average account size is $31.0 million. The average financial advisor at 747 Capital, LLC administers around five client accounts, placing it among the most personalized advisor firms in the country.
The firm's headquarters is at 880 Third Avenue, New York, New York 10022. The firm is legally permitted to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
747 Capital, LLC by the Numbers
$837.2 million
11
27
$31.0 million
Fee Structure
Financial advisory fees depend on which services the firm provides the client. However, fees billed by 747 Capital, LLC likely are comprised of the following fee types: asset-based, performance-based or other. The firm does not provide 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
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its 27 accounts, 747 Capital, LLC's largest client group is pooled investment vehicles. None of the firm's clients are represented by people from outside of the U.S.
- 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
747 Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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