1015 CAPITAL PARTNERS, LLC

Latest filing: Aug 27, 2024 (64 days ago)

AUM

$101,709,336
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

2
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

,

Client AUM

Discretion AUM
Discretionary $0.1
Non-Discretionary $0.0
Total $0.1
Client AUM
Retail $0.1
Pooled $0.0
Institutional $0.0
Total $0.1
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 10 $0.1
Average HNW AUM $10,024,885
Retail Total 10 $0.1
Average Retail AUM $10,024,885

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.1
Retail SMA AUM $0.1
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 67% $0.1
Equity Non-Exch 0% $0.0
Govt Agency 1% $0.0
Municipal 9% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 22% $0.0
Other Pools 0% $0.0
Cash 1% $0.0
Other 0% $0.0
Total 100% $0.1

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

1 active

Name Title
BLASS, ALLISON, NMN MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
MICHELLE BLASS POTTSTOWN PA S63|1999-08-27|S65|2001-11-14 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.1 $0.0 0% 2 0 0%
2024-04-02 $0.0 $0.0 0% 2 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
PA-03/29/2024
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV