A complete list of active advisors currently associated with 56 Capital Partners, Ltd
Warmer can help you find a great advisor at 56 Capital Partners, Ltd or one who fits your needs even better.
56 Capital Partners, Ltd. provides discretionary investment management, financial planning, and pension consulting to a mix of individual clients (including high‑net‑worth individuals), trusts, estates, retirement plans, nonprofit organizations and business entities, managing roughly $113 million for about 260 clients. As disclosed in its Form ADV, the firm delivers portfolio management services for individuals and charges asset‑based advisory fees common to supported firms. The firm’s investment process emphasizes asset allocation and uses both fundamental and technical analysis to build diversified portfolios across equities, fixed income, ETFs, mutual funds and alternative investments. For clients that opt into more complex strategies, 56 CP may employ options, derivatives, hedging, metals and other advanced instruments and may utilize margin or portfolio‑margin arrangements when appropriate. Noteworthy among peers, 56 CP is affiliated with an exempt commodity trading advisor (56 Capital Partners F&C LTD) that may purchase commodities and futures on behalf of clients, a relationship the firm discloses in its ADV and that is relatively uncommon for supported firms. The Brochure also discloses that the firm advises accredited investors on pooled vehicles focused on unimproved U.S. real estate and oil and gas drilling and that certain principals are licensed insurance agents who may recommend insurance products.
To learn more about the advisors currently working at 56 Capital Partners, Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Colorado Springs, CO
| 4
| |
Colorado Springs, CO
| 13
| |
Perry, GA
| 10
|
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