# 1620 Investment Advisors

1620 Investment Advisors is an Asset Manager based in Plymouth, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** Marion, MA, United States
- **Assets under management:** Undisclosed
- **Website:** 1620inv.com
- **LinkedIn:** https://www.linkedin.com/company/1620-investment-advisors

## Regulatory record

- **CRD number:** 119262
- **SEC file number:** 801-63977
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-19T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119262

## About

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 5 employees and 4 investment advisers.

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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