147th Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,555,321
Clients
32
Advisors
1
of 1 employees
About
147th Group provides discretionary portfolio management and ongoing investment oversight to individuals, high‑net‑worth clients, and retirement accounts, including pension and profit‑sharing plans. The firm documents each client's goals and risk tolerance in an Investment Policy Statement and typically recommends dividend and growth equities, mutual funds, ETFs, fixed income, and Treasury Inflation‑Protected Securities.
The investment process combines fundamental, quantitative, technical and charting analysis and is oriented toward long‑term trading, with portfolio construction and monitoring tied to each client's documented time horizon and risk profile. 147th Group requires discretionary authority to execute its strategies and states it seeks fair and equitable allocation of investment opportunities across client accounts.
Notably, the firm offers performance‑based fee arrangements for qualified clients and discloses measures to address the attendant conflicts of interest, a feature not commonly found among independent advisers. It also works with pension/profit‑sharing plans, maintains custody relationships through Schwab Institutional, and discloses that it does not aggregate trades for multiple clients, which may affect execution relative to peers that use block trading.
Client services
Expertise
Fee options
$250,000 - $1,000,000: 1.00% annually $1,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.60% annually $20,000,001+: Negotiable
10.00% performance fee on capital appreciation for qualified clients.
Account minimum: $250,000
Main office
Boca Raton FL
Advisors at this office
1
Most active in
Florida · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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