SourcingSourcing

1248 PARTNERS, LLC

C48
CRD 325304·SEC 801-130387·KANSAS CITY, MO
AUM
$323.4M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$970K
@ 30% margin
Est. Deal Value
$7.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
1248 PARTNERS, LLC
CRD
325304
SEC file #
801-130387
EIN
921045630
DBA names
—

Economics

AUM
$323.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$309.8M → $323.4M▲ +4%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
1248partners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MONTAGE INVESTMENTS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MONTAGE INVESTMENTS, LLC
Scharosch, Mark, Christian
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
1248PARTNERS.COM
Rdap Domain Creation Date
2023-02-17T18:01:23Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001997016
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-10-12
Edgar Last Filing Date
2023-10-12
Edgar Form D Count
1
Edgar Form D Offerings
2023-10-122023-10-12 · 0001997016-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab42
Fidelity12
E*trade4
Edgar Addresses
Mailing
4622 PENNSYLVANIA AVESUITE 600KANSAS CITY, MO 64112
Business
4622 PENNSYLVANIA AVESUITE 600KANSAS CITY, MO 64112
Edgar EIN
921045630
Edgar Recent Filings
D2023-10-12 · 0001997016-23-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-17T18:01:23Z
Rdap Domain Last Changed
2026-01-13T18:03:30Z
Rdap Nameservers
Celine.ns.cloudflare.comErnest.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
152607
Trust Company Affiliate
Yes

People (4)

4
MONTAGE INVESTMENTS, LLC
Direct Owner · 87.5%
152607
Scharosch, Mark, Christian
Executive Officer · 2.5%
7090653
AVERY J ADAMS
Executive Officer · 2.5%
7080857
Johnson, Michael
Executive Officer · 2.5%
8066694