1607 Capital Partners, LLC

1607 Capital Partners, LLC is an investment advisory firm founded in 2007, offering services to high net worth individuals and institutional clients. The firm manages over $3.8 billion in assets under management as of December 31, 2024. Clients can participate in seven different investment strategies primarily focused on closed-end mutual funds investing in domestic and international equities, fixed income products, and ETFs. The firm operates as the general partner to private funds organized as Delaware limited partnerships. 1607 Capital Partners, LLC acts as a fiduciary, providing discretionary investment management services through commingled private funds and separately managed accounts. The firm charges asset-based management fees ranging between 0% and 0.75% and performance-based fees up to 30%, based on capital gains. Clients' assets are actively managed, and the firm follows a detailed investment process involving research, risk management, and ongoing portfolio evaluation. 1607 Capital Partners, LLC is independently operated and has no conflicts of interest related to its minority investor, Rosemont Investment Group, LLC. The firm complies with regulatory requirements, maintains a Code of Ethics, and provides transparent proxy voting and custody practices for client protection.