Updated:
1620 Investment Advisors
1620 Investment Advisors, Inc. is an SEC-registered investment adviser in Plymouth, MA, since 2005. The firm manages $242 million in assets, $237 million on a...
1620 Investment Advisors
1620 Investment Advisors, Inc. is an SEC-registered investment adviser in Plymouth, MA, since 2005. The firm manages $242 million in assets, $237 million on a discretionary basis. It has 6 employees and 4 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Plymouth
Corporate office
Marion, MA, United States
Frequently asked questions
What is 1620 Investment Advisors' core investment philosophy?
The firm runs concentrated, high-conviction equity portfolios built on primary fundamental research. It holds 30 to 40 names with a value-conscious lens, targeting companies with durable moats and strong management capital allocation. Turnover is low, reflecting a multi-year investment horizon rather than tactical market calls.
What types of clients does 1620 Investment Advisors serve?
1620 Investment Advisors manages separate accounts for institutions and high-net-worth individuals. The firm does not operate pooled fund vehicles. Each mandate is customized to the client's tax situation, liquidity needs, and investment-policy constraints.
Does 1620 Investment Advisors invest outside the United States?
The firm's investable universe centers on US-listed large-cap equities. Its research process focuses on domestic companies in sectors where durable competitive advantages are identifiable. There is no public record of dedicated international or emerging-market mandates.
What is the team size and scale of 1620 Investment Advisors?
1620 Investment Advisors operates as a boutique asset manager with a small team based in Marion, Massachusetts. Publicly available data on firm-wide assets under management and headcount is limited. The firm's model relies on deep client relationships rather than marketing-driven asset gathering.
How does 1620 Investment Advisors construct its portfolios?
Portfolios are built around 30 to 40 high-conviction equity positions. The firm avoids broad diversification, accepting meaningful tracking error relative to benchmarks. Each holding is sized based on conviction in the business's long-term compounding potential and current valuation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: