25 Capital Partners, LLC (Charlotte)

25 Capital Partners provides portfolio management for pooled investment vehicles, publication of newsletters, and investment adviser to separately managed accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

25 Capital Partners: assets under management

The assets under management (AUM) of 25 Capital Partners, LLC is $207.63 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $156 million in discretionary accounts and $51.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $156 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $17.21 million.

25 Capital Partners has custody of $207.63 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 25 Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Shaun Nmn Ahmad serves?

The only and largest group of clients of Shaun Nmn Ahmad is pooled investment vehicles with 1 clients and $156 million of assets under management. Among the 6 most similar advisory firms, 25 Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $156 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

25 Capital Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at 25 Capital Partners, LLC

The company employs 15 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Shaun Nmn Ahmad has been acting as President since 1 Jun 2011. Nicholas J. Beucher joined the executive team most recently as the Director Of Managing Member.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 13 indirect owners.

Based in Charlotte

The principal office where 25 Capital Partners, LLC performs its advisory services is located at 13024 Ballantyne Corporate Place, Charlotte, NC 28277, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-426-8849. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at 25capital.com.

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