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147th Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,075,705
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
32
75% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$939,866
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
Portfolio management
Expertise
Active portfolio management
Wealth management
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 location
147th Group LLC
Boca Raton FL, United States
Number of offices
1
Most active in
147th Group LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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