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