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Kevin Rutherford

@1607 Capital Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$1.093BTotal holdings136
Assets growth rate-2.06%Assets growth rate (2-Q avg)-5.52%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in 1607 Capital Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

Assets under management

The assets under management (AUM) of 1607 Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.093B in assets, with a quarterly growth rate of -2.06% and a 2-quarter average growth rate of -5.52%. The portfolio is managed by Kevin Rutherford, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WDIWestern Asset Diversified In
Recent Activity
Exited
0%
$450,745
31,280 shares@ $14.42 avg price