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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide · Pershing · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2009
- Office Locations
- 1
Office Locations
About 16th Amendment Advisors LLC
16Rock Asset Management (16th Amendment Advisors LLC) is an SEC-registered municipal bond specialist offering curated separately managed accounts for high-net-worth investors—typically 90%+ AA-rated with a liquidity focus and customization (state-specific, ladders, cash-flow). It also runs the Vicksburg Municipal Trading Fund, a systematic new-issue/retail spread strategy hedged with muni/taxable bond ETFs and futures. GIPS compliance independently verified through 12/31/2024.
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Owner & Executives
JOHN JOSEPH LEE
Chief Compliance Officer
- CRD
- --
- Ownership
- 25% but less than 50%
RICHARD JED MCCARTHY
Advisor, Co-Portfolio Manager
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,232,030 | $4,877,900 |
| Non-Discretionary | $0 | -- |
| Total | $390,232,030 | $4,877,900 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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