1607 CAPITAL PARTNERS, LLC
SEC RegisteredYour capital deserves a trusted team and a clear strategy for reliable results
About the firm
1607 Capital Partners is an independent investment adviser dedicated to investing in closed-end funds (CEFs) and similar vehicles, striving to provide consistent, robust relative returns by investing in active portfolios at a material discount to their underlying value. Founded in 2007, the firm manages approximately $2.9 billion in assets and serves a wide range of large institutional clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active portfolio management across multiple strategies using closed-end funds, including International Equity (EAFE), International Equity (ACWI ex USA), Global Equity, Domestic Equity, Taxable Fixed Income, and Tax Advantaged Fixed Income
Who they serve
Family offices, pensions, foundations and endowments, and healthcare organizations
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $1.3B |
| State/Municipal Entities | 8 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 1607 CAPITAL PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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