At a Glance
  • 16th Amendment specializes in municipal bond management
  • NYC based RIA founded in 2009 with more than $100 million of regulatory assets
  • Founders own 100% of firm and have substantial portion of net worth invested in municipals managed by firm
  • Provide SMA and custom account management and portfolio reviews
  • Covered by more than 70 dealers nationwide with transaction volumes exceeding $4.4 billion

16th Amendment Advisors

16th Amendment Advisors LLC oversees the investment management decisions of a variety of separately managed account products and investment vehicles which serve outside clients as well as the partners and their families through proprietary trading strategies. All of the strategies managed by the firm are dedicated to the municipal bond market.

We are a boutique firm based in New York. The managing and founding partners own 100% of the firm. We invest a sizable portion of our net worth in our proprietary municipal strategies. We believe our edge comes from long established relationships with a large broker-dealer network which provides us access to high quality information and product. During 2018, the principals of the firm and its affiliates traded in excess of $4.4 billion of municipal securities with more than 70 dealers nationwide.

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FACT SHEETS

LONG RELATIVE VALUE MUNICIPAL

  • Municipal Fixed Income
  • Proactive Relative Value
  • After-Tax Current Income and Capital Appreciation through Proactive Management

 

LONG MUNICIPAL

  • Municipal Fixed Income
  • Proactive Relative Value with Modest Trading
  • After Tax Income and Capital Appreciation through Proactive Management with Opportunistic Use of Leverage (up to 15%)

 

 

SAMPLE MUNI ANALYTICS

High Grade Sample Portfolio

16th-Amendment-High_Grade-Portfolio-Sample

 

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.16thadvisors.com/disclosure