Asset manager · Richmond, VA
1607 Capital Partners, LLC
SEC-registered investment adviser · CRD 144758 · SEC 801-68322
At a glance
1607 Capital Partners, LLC is an SEC-registered investment adviser based in Richmond, Virginia, with $3.5 billion in regulatory assets under management as of its Form ADV filed March 17, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a asset manager, ranked 822nd of 3,218 asset managers and 2,600th of 17,210 SEC-registered advisers by assets.
Main office 804-525-17501607capital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.5B
- Rank among asset managers
- #822 of 3,218
- Rank among all SEC RIAs
- #2,600 of 17,210
- Rank in Virginia
- #34 of 300
- Clients
- 13
- Accounts
- 22
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Thomas K. TattersallDirector/member
- James E. MalloryManaging Director, Investments/director/managing Member
- Shannon S FakeManaging Director, Investments/director/member
- Ashley W. LongDirector/member
- Bryan K. HuntleyManaging Director, Finance and Operations/member
- Kelly F. TattersallTrustee - the Thomas Kirkwood Tattersall 2014 Irrevocable Family Trust
- Fred T. TattersallTrustee - the Thomas Kirkwood Tattersall 2014 Irrevocable Family Trust
- Martin T. HuntDirector, Operations and Finance/member
- Mathew R. KalkowskyDirector, Investments/member
- Ruiyi ZhangDirector, Investments/member
- Jr. C. B. BurkhartDirector
- Christopher G. MackayManaging Director, Client Service and Marketing/member
Custody and brokerage
3 custodians
- The Bank of NY Mellon$1.6B74%
- State Street$402M19%
- Northern Trust$166M8%
Other RIAs using The Bank of NY MellonOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 5 | $1.3B | 38% |
| Pension and profit sharing plans | – | $839M | 24% |
| Charitable organizations | 8 | $685M | 20% |
| State or municipal government entities | – | $591M | 17% |
| High-net-worth individuals | – | $47M | 1% |
Private funds
1607 Capital Partners, LLC reports 5 private funds with $1.3B in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
1607 Capital Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗1607capital.com ↗
AtlasMembers
The full record on 1607 Capital Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 776 peers of its type and size
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- Owners and executives, with titles and stakes
- 15 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does 1607 Capital Partners, LLC manage?
1607 Capital Partners, LLC reports $3.5 billion in regulatory assets under management across 22 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 17, 2026.
What kind of firm is 1607 Capital Partners, LLC?
1607 Capital Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are 1607 Capital Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($1.3 billion, 5 clients); pension and profit sharing plans ($839 million); charitable organizations ($685 million, 8 clients).
Does 1607 Capital Partners, LLC manage private funds?
Yes. It reports 5 private funds with $1.3 billion in gross assets, including hedge funds, other private funds.
Does 1607 Capital Partners, LLC have any disciplinary history?
1607 Capital Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is 1607 Capital Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →