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1035 Capital Management LLC

1035 Capital Management LLC. CRD 306526

1035 Capital Management LLC logo

CRD: 306526

1035 Capital Management LLC

$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
Available
Established Date
01-17-2020
Office Locations
1

Office Locations

-- Marthasville MO

About 1035 Capital Management LLC

1035 Capital Management is a St. Louis–based active equity manager serving individual, advisor, and institutional clients. The firm focuses on identifying companies with fundamental improvements and hard-to-spot catalysts it believes create under-followed, mispriced opportunities (“front running the black box”). Offerings include a concentrated Small Cap Core strategy (Russell 2000 benchmark; ~35–60 holdings) and an all-cap high-yield preferred equity strategy designed for yield without leverage.

Team overview

-- AVG AGE
$5.1M AVG AUM / ADVISOR
$106.7K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

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Client Personas

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Custodian

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Investment Themes

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Investment Vehicles

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Services

Available

Technology

Available

Owner & Executives

CHRISTOPHER MICHEAL ABBOTT

CHRISTOPHER MICHEAL ABBOTT

Chief Executive Officer, Chief Investment Officer, Founder

CRD
#5926773
Ownership
75% or more
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $5,121,125 --
Non-Discretionary $0 --
Total $5,121,125 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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