1248 Partners, Llc
- Regulatory AUM
- $323M
- Discretionary
- $323M
- Clients
- 7
- Avg AUM / client
- $46.2M
- Accounts
- 7
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $323M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $273M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Montage Lgp Spv, Llc | Private Equity Fund | Delaware | $126M | 262 |
| Mariner 2020 Private Opportunities Fund Lp | Private Equity Fund | Delaware | $33.8M | 48 |
| Mpof 2022, Lp | Private Equity Fund | Delaware | $33.4M | 79 |
| Mpof 2023, Lp | Private Equity Fund | Delaware | $30.8M | 85 |
| Mariner 2021 Private Opportunities Fund, Lp | Private Equity Fund | Delaware | $28.7M | 93 |
| Mariner 2019 Private Opportunities Fund, Lp | Private Equity Fund | Delaware | $19.8M | 79 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin Christopher Bicknell | Elected Manager | Apr 2008 (18y) | GP / trustee / elected manager of 1248 Holdings, Llc (indirect) | |
| Scharosch, Mark, Christian | Managing Director | Nov 2022 (4y) | Less than 5% | |
| Schmelig, Bethanie, J | Cco | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Montage Investments, Llc | Managing Member | Nov 2022 | A | 75% or more |
| 1248 Holdings, Llc | Managing Member | Nov 2022 | B | ≈ 56.25% – 100% via Montage Investments, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- 1248 Holdings, Llc: 75% – 100% of Montage Investments, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $273M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Montage Lgp Spv, Llc | Private Equity Fund | $126M | $250K | 262 |
| Mariner 2020 Private Opportunities Fund Lp | Private Equity Fund | $33.8M | $250K | 48 |
| Mpof 2022, Lp | Private Equity Fund | $33.4M | $250K | 79 |
| Mpof 2023, Lp | Private Equity Fund | $30.8M | $250K | 85 |
| Mariner 2021 Private Opportunities Fund, Lp | Private Equity Fund | $28.7M | $250K | 93 |
| Mariner 2019 Private Opportunities Fund, Lp | Private Equity Fund | $19.8M | $250K | 79 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 2.86 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗