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1015 CAPITAL PARTNERS, LLC
CRD 328453 · SEC 801-129791
PA, United States
Phone
610-574-7036
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.4M
Discretionary AUM
$148.4M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $147.9M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD