1607 Capital Partners LLC
Legal Name: 1607 CAPITAL PARTNERS, LLC
Full Contact Details
Other Info
1607 Capital Partners LLC is legally known as 1607 CAPITAL PARTNERS, LLC. It is a VA Limited Liability Company. This firm has 14 employees, of which 7 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 14, 2007.
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Direct Owners
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ASHLEY WATSON LONG
FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER owns more than 10% but less than 25%
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BRYAN KURT HUNTLEY
PARTNER, FINANCE AND OPERATIONS / CHIEF COMPLIANCE OFFICER owns less than 5%
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FRED THOMAS TATTERSALL
TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST owns more than 5% but less than 10%
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JAMES EDWARD MALLORY
FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER owns more than 25% but less than 50%
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KELLY FITZGERALD TATTERSALL
TRUSTEE - THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST owns more than 5% but less than 10%
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SHANNON S FAKE
FOUNDING PARTNER, SENIOR PORTFOLIO MANAGER owns more than 25% but less than 50%
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THE THOMAS KIRKWOOD TATTERSALL 2014 IRREVOCABLE FAMILY TRUST
MEMBER owns more than 5% but less than 10%
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THOMAS KIRKWOOD TATTERSALL
FOUNDING PARTNER, CLIENT SERVICE AND MARKETING owns more than 25% but less than 50%
Indirect Owners
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FRED THOMAS TATTERSALL
TRUSTEE
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KELLY FITZGERALD TATTERSALL
TRUSTEE
Custodians
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THE NORTHERN TRUST COMPANY
United States
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Top Holdings
- ISHARES INC $238,153k
- ISHARES INC $79,030k
- ABERDEEN TOTAL DYNAMIC DIVD $70,366k
- ISHARES TR BARCLAYS 7 10 YR $57,370k
- ISHARES INC $57,304k
- ISHARES MSCI FRANCE ETF $53,011k
- MFS INTER INCOME TR $46,536k
- Japan Smaller Capitalization Fund Inc $45,045k
- BLACKROCK RES & COMM STRAT T $43,892k
- ISHARES $42,764k