1102 Partners, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 25, 2026, reports $114M in regulatory assets under management, 2 employees, and 69 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.2% of total clients.
Top client categories% of clientsClients
1
HNWI
76.2%
16
2
Individuals
23.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$114Mas of February 25, 2026
Discretionary78.3%
$90M
78% of total RAUM78.3%
Non-discretionary21.7%
$25M
22% of total RAUM21.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$114M
Total Accounts69
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee11:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.