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Trustee of TLM Trust U/a Dated 12/30/21 · 1607 Capital Partners, LLC

Shannon W. Montsinger

CRD 7531205 · Named on Form ADV at one SEC-registered adviser

At a glance

1607 Capital Partners, LLC, an SEC-registered asset manager based in Richmond, VA with $3.5 billion in regulatory assets, lists Shannon W. Montsinger on its Form ADV as Trustee of TLM Trust U/a Dated 12/30/21.

Firms and roles

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Shannon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

8 more people named with Shannon on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shannon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.