Investment adviser · CRD 325304
1248 PARTNERS, LLC
Investment adviser filing (IA)
KANSAS CITY, MO, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $323M Form ADV · Item 5.F
- Client accounts
- 7 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 7 | $323,363,990 | 100.0% |
Filing source
Form ADV 2116634 · Jun 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MONTAGE-LGP SPV, LLCPrivate Equity Fund · Last reported Jun 30, 2026$142MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG, LLP
PCAOB 185
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-5791379471
- Reported beneficial owners
- 262
- Minimum commitment
- $250K
- Form D file number
- 021-452495
Form ADV 2116634 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MPOF 2022, LPPrivate Equity Fund · Last reported Jun 30, 2026$40.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG, LLP
PCAOB 185
CHARLES SCHWAB & CO., INC.
SEC 8-16514
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-6793552266
- Reported beneficial owners
- 81
- Minimum commitment
- $100K
- Form D file number
- 021-458765
Form ADV 2116634 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MPOF 2024, LPPrivate Equity Fund · Last reported Jun 30, 2026$35.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG, LLP
PCAOB 185
CHARLES SCHWAB & CO., INC.
SEC 8-16514
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-8546381162
- Reported beneficial owners
- 99
- Minimum commitment
- $100K
- Form D file number
- 021-530359
Form ADV 2116634 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MARINER 2021 PRIVATE OPPORTUNITIES FUND, LPPrivate Equity Fund · Last reported Jun 30, 2026$34.1MGross asset value
Form D fundraising filings
Mariner 2021 Private Opportunities Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG, LLP
PCAOB 185
CHARLES SCHWAB & CO., INC.
SEC 8-16514
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-9504658105
- Reported beneficial owners
- 94
- Minimum commitment
- $100K
- Form D file number
- 021-410389
Form ADV 2116634 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MPOF 2023, LPPrivate Equity Fund · Last reported Jun 30, 2026$28.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG, LLP
PCAOB 185
CHARLES SCHWAB & CO., INC.
SEC 8-16514
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-5721925000
- Reported beneficial owners
- 87
- Minimum commitment
- $100K
- Form D file number
- 021-494492
Form ADV 2116634 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MARINER 2020 PRIVATE OPPORTUNITIES FUND LPPrivate Equity Fund · Last reported Jun 30, 2026$27.1MGross asset value
Form D fundraising filings
MARINER 2020 PRIVATE OPPORTUNITIES FUND LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG, LLP
PCAOB 185
CHARLES SCHWAB & CO., INC.
SEC 8-16514
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-6049442929
- Reported beneficial owners
- 50
- Minimum commitment
- $100K
- Form D file number
- 021-375286
Form ADV 2116634 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MARINER 2019 PRIVATE OPPORTUNITIES FUND, LPPrivate Equity Fund · Last reported Jun 30, 2026$15.5MGross asset value
Form D fundraising filings
Mariner 2019 Private Opportunities Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG, LLP
PCAOB 185
CHARLES SCHWAB & CO., INC.
SEC 8-16514
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-3079948173
- Reported beneficial owners
- 81
- Minimum commitment
- $100K
- Form D file number
- 021-346196
Form ADV 2116634 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
4622 PENNSYLVANIA AVE., STE. 600KANSAS CITY, MO, 64112, United States
CRD 325304
Filing source
Form ADV 2116634 · Jun 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.