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Let Us Help You Navigate the Market

1492 Capital Management, located in Milwaukee, Wisconsin, is a registered investment advisor. We deploy our bottom-up, thematic approach to small cap investing to manage the portfolio assets of our clients.

We are committed to offering you a positive customer experience with essential services like these:

  • State-of-the-art infrastructure, which include an institutional-ready platform that handles multiple custodians and provides easy monitoring of accounting and investment performance
  • Access to the portfolio management team
  • Communication on the market and our approach through monthly newsletters and webcasts

To establish an account with 1492, it is necessary to have a third-party custodial relationship to take custody (i.e. control) of client assets. This division of responsibility offers our clients a high degree of comfort in that an independent third party holds the assets.

We will work with a custodian of your choice, or we can recommend a custodian with which we have a relationship.

To establish a custody relationship, you will need one or more of the following:

  • A completed custody agreement
  • A transfer form if securities are being transferred to create the account
  • If the account is an IRA, an IRA adoption form from your current provider