1248 Management, LLC
1248 Management, LLC is an SEC registered investment adviser headquartered in Kansas City, Missouri. The firm was founded recently (exact year unavailable, but filings start in 2024) and manages assets for institutional and high-net-worth clients. With an estimated employee count typical of boutique asset managers (exact number not public), they provide tailored investment strategies in both equity and fixed income markets. Their office is located at 4622 Pennsylvania Avenue Suite 600, Kansas City, MO 64112.
Investment Strategy
1248 Management pursues diversified portfolio management for clients, primarily focusing on U.S. equities and some exposure to ETFs and fixed income securities. Their approach combines both fundamental research and portfolio risk management, allocating across large-cap and small-cap stocks, sector leaders, and select ETF vehicles. The firm appears to prioritize liquid, publicly traded U.S. equities with an emphasis on growth, value, and sector diversification.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PSBD | PALMER SQUARE CAPITAL BDC IN | 15.69% | $42.5M | 2,954,713 | $14.70 | $13.96 | +$2.0M |
A AMZN | AMAZON COM INC | 6.92% | $18.7M | 85,407 | $219.39 | $219.39 | +$2.5M |
G GOOGL | ALPHABET INC | 6.21% | $16.8M | 95,478 | $189.30 | $176.23 | +$2.0M |
M MSFT | MICROSOFT CORP | 6.04% | $16.4M | 32,873 | $421.47 | $497.41 | +$3.9M |
J JPM | JPMORGAN CHASE & CO. | 4.73% | $12.8M | 44,179 | $239.78 | $289.91 | +$2.0M |