1015 Capital Partners, LLC
● SEC registered since 2024CRD 328453SEC# 801-129791
Reg. AUM
$150.4M
Employees
2
Accounts
57
Location
—
About 1015 Capital Partners
1015 Capital Partners is an independent advisory firm that builds customized investment portfolios for taxable and tax-aware clients. Services include portfolio development, banking and lending advice, and legacy and philanthropic planning, coordinated with each client's other advisors. The firm emphasizes broad diversification, high-quality holdings, disciplined rebalancing, and independence so advice stays free of product conflicts.
Summary based on the firm’s website.
1015 Capital Partners, LLC assets under management
1015 Capital Partners, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $150.4 million in regulatory assets under management and employs 2 people.
1015 Capital Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Melissa Christopher | Chief Compliance Officer | Under 5% | 2026 |
| Mary Catherine McNutt Control | Co-Managing Member | 50-75% | 2024 |
| Michelle Jennifer Blass Control | Co-Managing Member | 50-75% | 2024 |
Frequently asked questions
How much does 1015 Capital Partners, LLC manage?
1015 Capital Partners, LLC reports $150.4 million in regulatory assets under management on its Form ADV.
How many employees does 1015 Capital Partners, LLC have?
1015 Capital Partners, LLC reports 2 employees.
Does 1015 Capital Partners, LLC disclose fund performance?
1015 Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 610-574-7036 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.4M▲ 36%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$150.4Mregulatory AUM
Discretionary $148.4MNon-discretionary $2M