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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 01-10-2020
- Office Locations
- 1
Office Locations
About 147th Group LLC
147th Group is an independent RIA in Boca Raton managing separately managed accounts with a conservative, S&P 500-benchmarked approach targeting growth, yield, and value. The firm builds a concentrated 15–20 stock portfolio focused on S&P 500 opportunities and U.S. multinationals, seeking to add alpha while aiming to minimize taxable events and keep fees low for affluent investors. Founder Lior Rusinek, a former Merrill Lynch global wealth management MD, oversees portfolio construction; custody is with Charles Schwab.
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Owner & Executives
LIOR RUSINEK
Chief Compliance Officer, Founder, Managing Member
- CRD
- #1477975
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,075,705 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,075,705 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,075,705
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,182,799,522 | 17.7% |
| Cash | $1,029,102,409 | 15.4% |
| Public Funds | $708,343,216 | 10.6% |
| U.S. Government/Agency | $788,533,015 | 11.8% |
| Municipal Bonds | $2,973,705,012 | 44.5% |
| Total | $6,682,483,174 | 100.0% |