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1620 Investment Advisors
1620 Investment Advisors is registered as an investment advisor with the SEC, indicating it manages client assets and provides ongoing advisory services.
1620 Investment Advisors
1620 Investment Advisors is registered as an investment advisor with the SEC, indicating it manages client assets and provides ongoing advisory services. The firm likely structures its offerings around customized portfolios for family offices and individuals. Its exact founding year and founding team are not publicly documented. Given the sparse public record, strategy specifics are inferred from regulatory filings. As an RIA, the firm likely allocates across a mix of traditional and alternative assets, including real estate, private credit, and hedge funds. The firm may also manage direct investments and co-investment opportunities for eligible clients. Regional focus is within the United States. Team size and operational history remain undisclosed. The firm has not publicly announced any adjacent vehicles like charitable foundations or separate real-asset arms. No recent operational events from the last 24 months are available in public sources. 1620 Investment Advisors' structural differentiator is its regulatory posture as a registered advisor, which imposes fiduciary duties and suggests a commitment to compliance-driven wealth management. However, without detailed public disclosures, its exact service model — whether purely advisory or asset-management-oriented — remains unclear.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
What is the structure of 1620 Investment Advisors?
1620 Investment Advisors is registered with the SEC as an investment advisor, which imposes fiduciary duties. This structure likely supports multi-family office services, including portfolio management and financial planning. Exact ownership and team size are not publicly confirmed.
Does 1620 Investment Advisors make direct investments or co-investments?
As an RIA, the firm may facilitate direct investments and co-investment opportunities for clients, but no specific deals are publicly documented. Its strategy likely includes alternative assets such as private credit and real estate. Without public filings, direct investment activity cannot be confirmed.
Who are the principals of 1620 Investment Advisors?
Principal identities are not publicly disclosed. The firm's SEC registration lists an address and contact details but does not name investment decision-makers by default. A search of public records and news archives yields no named executives.
What is the investment minimum or client type at 1620 Investment Advisors?
Minimums are not publicly stated. RIAs serving families typically require investable assets above $1 million. The firm likely targets high-net-worth individuals and small family offices given its RIA registration.
What is the geographic focus of 1620 Investment Advisors?
The firm is based in the United States. Its geographic footprint likely centers on North America given its regulatory registration. No international offices or cross-border strategies are documented.
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.
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