Data / Investment advisers / Virginia / 1607 Capital Partners, LLC
1607 Capital Partners, LLC, Richmond, VA: $3.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
1607 Capital Partners, LLC is an SEC registered investment adviser with its main office in Richmond, Virginia and reports $3.5 billion in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include pooled investment vehicles, pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 5 private funds.
The request: Watch 1607 Capital Partners, LLC (CRD number 144758): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 144758
- SEC file number
- 801-68322
- SEC status
- Approved, effective September 14, 2007
- Main office
- 13 S. 13th Street Suite 400, Richmond, VA 23219
- Phone
- (804) 525-1750
- Website
- 1607capital.com
- Regulatory AUM
- $3,485,002,438 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $3,485,002,438
- Accounts
- 22
- Employees
- 15, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 5: 3 hedge funds, 2 other private funds
- Gross assets of private funds
- $1,324,225,109
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $1.32 billion |
| Pension and profit sharing plans | Fewer than 5 | $838.9 million |
| Charitable organizations | 8 | $684.7 million |
| State or municipal government entities | Fewer than 5 | $590.5 million |
| High net worth individuals | Fewer than 5 | $46.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.49 billion | March 17, 2026 |
| December 1, 2025 | $3.84 billion | March 6, 2025 |
Other advisers in Richmond
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Spider Management Company, LLC | Richmond | $8.11 billion | 1 | adviserinfo.sec.gov |
| Richmond Capital Management Inc | Richmond | $5.93 billion | 2 | adviserinfo.sec.gov |
| Brockenbrough | Richmond | $5.49 billion | 58 | adviserinfo.sec.gov |
| Heritage Wealth Advisors | Richmond | $4.86 billion | 9 | adviserinfo.sec.gov |
| Wealthcare Capital Management LLC | Richmond | $3.93 billion | Not listed | adviserinfo.sec.gov |
| Riverfront Investment Group, LLC | Richmond | $2.22 billion | Not listed | adviserinfo.sec.gov |
| Kanawha Capital Management, LLC | Richmond | $1.84 billion | Not listed | adviserinfo.sec.gov |
| Godsey & Gibb Wealth Management | Richmond | $1.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richmond, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- 1607 Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.