16th Amendment Advisors LLC

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Assets, Funds, Holdings

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16th Amendment Advisors LLC
CRD #150575
SEC #801-70324
CIK #
AUM $323.6 M (2025-04-14)
Employees 8 (75% Investors, 0% Brokers)
Phone212-332-1600
AddressOne Rockefeller Plaza
New York, NY 10020
Source [IAPD] [Website]
Total AUM ($M)
3502802101407002007201320192026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Vicksburg Municipal Trading Fund LP [2014-02-14] 0.3 71.5
HF Gettysburg Municipal Trading Master Fund LP 2012-03-29 40.5
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 79 238.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 85.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 81 323.6
By Discretionary
Discretionary 81 323.6
Non-Discretionary 0 0.0
Total 81 323.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 323.6
Total 81 323.6
Form D Directors # Filings # Firms 2011 - 2025
John Lee 137
R McCarthy 4
Comparable Firms State AUM ($B)
Stone Run Capital LLC
NY 0.3
Longwall Investment Partners LLC
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Heronetta Management LP
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Cook & Bynum Capital Management LLC
AL 0.3
TIND Asset Management as
0.3
Menlo Advisors LLC
CA 0.3
Bosun Asset Management LLC
IL 0.3
UNIO Capital LLC
NJ 0.3
Selway Asset Management Inc
ID 0.3
Alignment Financial Group LLC
0.3
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