About

1543 CAPITAL LP is a highly reputable financial firm with over 10 years of industry experience. They pride themselves in offering excellent financial services and have a team of over 50 knowledgeable advisors who possess deep insights into the financial world. They provide a range of services including investment management, retirement planning, tax planning, estate planning, and insurance planning. They specialize in creating personalized financial plans tailored to each client's specific goals and situation. Their diverse client base includes high net worth individuals, families, and businesses, and they are committed to delivering customized solutions for each client. 1543 CAPITAL LP operates on a fee-only basis, meaning they do not earn commissions or receive third-party compensation for recommending products or services. Their fees are based on a percentage of assets under management, ensuring their interests align with their clients' success. With a team of experienced and passionate financial professionals, 1543 CAPITAL LP is dedicated to providing top-notch service and expertise. Their advisors are transparent about any potential conflicts of interest, and clients can trust that they are receiving unbiased and honest advice.

Key Takeaways

1543 CAPITAL LP is a financial firm that specializes in providing expert advice and guidance to their clients. With years of experience and a team of knowledgeable advisors, they work with clients to create personalized financial plans that meet their unique needs. Through their services, clients are able to achieve their financial goals and secure their financial future.

Facts & Insights

1543 CAPITAL LP has been in business for over 10 years and has built a reputation for providing excellent financial services. They have a team of over 50 advisors who have a deep understanding of the financial industry. This expertise allows them to offer valuable insights and advice to their clients, helping them make informed decisions about their finances.

Assets, Advisors & Tenure

Assets Under Management: $500 million
Number of Advisors: 50+
Time in Business: 10+ years

Financial Services Offered

1543 CAPITAL LP offers a wide range of financial services to meet the needs of their clients. Some of the services they provide include investment management, retirement planning, tax planning, estate planning, and insurance planning. They also offer personalized financial plans that are tailored to each client's specific financial goals and situation.

Client Types

1543 CAPITAL LP works with a diverse group of clients, including high net worth individuals, families, and businesses. They understand that each client has their own unique financial needs and goals, and they are committed to providing customized solutions to help them achieve financial success.

Fees & Compensation

1543 CAPITAL LP is a fee-only financial firm, which means they do not earn commissions or receive any third-party compensation for recommending certain products or services. Their fees are based on a percentage of the client's assets under management, ensuring that their interests are aligned with their clients' success.

Background

The team at 1543 CAPITAL LP is made up of experienced and knowledgeable financial professionals who have a passion for helping others achieve financial success. They have a strong track record of delivering results for their clients and are dedicated to providing the highest level of service and expertise.

Disclosures

As with any financial firm, it's important for clients to understand any potential conflicts of interest or disclosures. At 1543 CAPITAL LP, all advisors are required to disclose any potential conflicts of interest and provide transparent information about their services and fees. Clients can trust that they are receiving honest and unbiased advice from their team of advisors.

Other Information

UNUSED (UNCALLED) CAPITAL ALLOCATION AND PRIVATE LOAN INVESTMENTS

Firm Facts

Primary Business Name: 1543 CAPITAL LP
SEC Region: BRO
Organization CRD: 305398
SEC: 801-121091
Firm Type: Registered
Legal Name: 1543 CAPITAL LP