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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

1248 PARTNERS, LLC

CRD 325304

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eed4c82c-4311-1b06-3d2d-970099282df0

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 1
On other graphs: 2
Observed: Apr 30, 2024 to Jun 30, 2026
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

1248 Partners, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

1248 Partners, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $323MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $323M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 7
Private funds: 7Schedule D 7.B(1)
Custody, client assets: $323M
SEC number: 801-130387
CRD: 325304
Filings on the tape: 7
First filed: Apr 30, 2024
Latest filed: Jun 30, 2026
Organised: Limited Liability Company, DE
Website: 1248partners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MONTAGE-LGP SPV, LLC	Private Equity Fund	$126M	Apr 30, 2024	262	Mar 1, 2023	reported	021-452495
MARINER 2020 PRIVATE OPPORTUNITIES FUND LP	Private Equity Fund	$33.8M	Apr 30, 2024	48	Mar 30, 2021	reported	021-375286
MPOF 2022, LP	Private Equity Fund	$33.4M	Apr 30, 2024	79	Mar 1, 2023	reported	021-458765
MPOF 2023, LP	Private Equity Fund	$30.8M	Apr 30, 2024	85	Mar 29, 2024	reported	021-494492
MARINER 2021 PRIVATE OPPORTUNITIES FUND, LP	Private Equity Fund	$28.7M	Apr 30, 2024	93	Mar 30, 2022	reported	021-410389
MARINER 2019 PRIVATE OPPORTUNITIES FUND, LP	Private Equity Fund	$19.8M	Apr 30, 2024	79	Mar 29, 2020	reported	021-346196

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
1248 HOLDINGS, LLC	MANAGING MEMBER	E	yes	11/2022	Apr 30, 2024	Apr 30, 2024
BICKNELL, MARTIN, CHRISTOPHER	ELECTED MANAGER	F	yes	04/2008	Apr 30, 2024	Apr 30, 2024
MONTAGE INVESTMENTS, LLC	MANAGING MEMBER	E	yes	11/2022	Apr 30, 2024	Apr 30, 2024
Scharosch, Mark, Christian	MANAGING DIRECTOR	Na	yes	11/2022	Apr 30, 2024	Apr 30, 2024
SCHMELIG, BETHANIE, J	Cco	Na	no	04/2024	Apr 30, 2024	Apr 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARINER, LLC	n/a	Bd affiliated wealth	$125B	N	yes	n/a
MARINER INDEPENDENT ADVISOR NETWORK, LLC	n/a	Bd affiliated wealth	$9.6B	N	yes	n/a
MARINER PLATFORM SOLUTIONS, LLC	n/a	Independent wealth	$7.3B	N	yes	n/a
FLYOVER CAPITAL PARTNERS, LLC	n/a	Asset manager	$148M	N	yes	n/a
MARINER WEALTH ADVISORS-IC, LLC	n/a	No RAUM reported	$0	N	yes	n/a
MARINER INSURANCE RESOURCES, LLC	n/a	n/a	n/a	N	yes	n/a
MARINER TRUST COMPANY, LLC	n/a	n/a	n/a	N	yes	n/a
MSEC, LLC	n/a	n/a	n/a	N	yes	n/a
UBIQUITY MANAGEMENT, LP	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$323M	$323M	4	3	0	7	n/a
2024	Mar 31, 2025	$302M	$302M	3	2	0	7	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$323M	$302M	7.0%	n/a	n/a	4	3	0	0

Relationships

Affiliated with (13)

← FLYOVER CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MARINER INDEPENDENTRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MARINER INSTITUTIONAL, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MARINERRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MARINERRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MARINERRegistered adviserother investment adviser, insurance company, pooled vehicle sponsor, LP sponsor, common control
factForm ADV
→ FLYOVER CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ MARINER ADVISOR NETWORKRegistered adviserother investment adviser, common control
factForm ADV
→ MARINER WEALTHRegistered adviserother investment adviser, common control
factForm ADV
→ MARINER INDEPENDENTRegistered adviserother investment adviser, common control
factForm ADV
← MARINER WEALTHRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MARINER ADVISOR NETWORKRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← MARINER WEALTH ADVISORSRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (6)

→ MARINER 2021 PRIVATE OPPORTUNITIES FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ MARINER 2019 PRIVATE OPPORTUNITIES FUND, LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2020 to presentfactForm ADV
→ MPOF 2023, LPPrivate fundPrivate Equity Fund, ERA
Mar 29, 2024 to presentfactForm ADV
→ MONTAGE-LGP SPV, LLCPrivate fundPrivate Equity Fund, IA
Mar 1, 2023 to presentfactForm ADV
→ MARINER 2020 PRIVATE OPPORTUNITIES FUND LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ MPOF 2022, LPPrivate fundPrivate Equity Fund, IA
Mar 1, 2023 to presentfactForm ADV

Controls (4)

← MONTAGE INVESTMENTS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Apr 30, 2024 to Apr 30, 2024factForm ADV
← BICKNELL, MARTIN, CHRISTOPHEROwnerELECTED MANAGER, ownership code F, individual
Apr 30, 2024 to Apr 30, 2024factForm ADV
← Scharosch, Mark, ChristianOwnerMANAGING DIRECTOR, ownership code NA, individual
Apr 30, 2024 to Apr 30, 2024factForm ADV
← 1248 HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Apr 30, 2024 to Apr 30, 2024factForm ADV

Owns (1)

← SCHMELIG, BETHANIE, JOwnerCCO, ownership code NA, individual
Apr 30, 2024 to Apr 30, 2024factForm ADV

Dated events

Occurred
Apr 30, 2024
First Form ADV filing
1248 Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eed4c82c-4311-1b06-3d2d-970099282df0
First observed: Apr 30, 2024
Last observed: Jun 30, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

1248 PARTNERS, LLC

CRD 325304

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eed4c82c-4311-1b06-3d2d-970099282df0

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MONTAGE-LGP SPV, LLC

Private Equity Fund

$126M

Apr 30, 2024

262

Mar 1, 2023

reported

021-452495

MARINER 2020 PRIVATE OPPORTUNITIES FUND LP

Private Equity Fund

$33.8M

Apr 30, 2024

Mar 30, 2021

reported

021-375286

MPOF 2022, LP

Private Equity Fund

$33.4M

Apr 30, 2024

Mar 1, 2023

reported

021-458765

MPOF 2023, LP

Private Equity Fund

$30.8M

Apr 30, 2024

Mar 29, 2024

reported

021-494492

MARINER 2021 PRIVATE OPPORTUNITIES FUND, LP

Private Equity Fund

$28.7M

Apr 30, 2024

Mar 30, 2022

reported

021-410389

MARINER 2019 PRIVATE OPPORTUNITIES FUND, LP

Private Equity Fund

$19.8M

Apr 30, 2024

Mar 29, 2020

reported

021-346196

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

1248 HOLDINGS, LLC

MANAGING MEMBER

yes

11/2022

Apr 30, 2024

BICKNELL, MARTIN, CHRISTOPHER

ELECTED MANAGER

yes

04/2008

Apr 30, 2024

MONTAGE INVESTMENTS, LLC

MANAGING MEMBER

yes

11/2022

Apr 30, 2024

Scharosch, Mark, Christian

MANAGING DIRECTOR

yes

11/2022

Apr 30, 2024

SCHMELIG, BETHANIE, J

Cco

04/2024

Apr 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARINER, LLC

n/a

Bd affiliated wealth

$125B

yes

n/a

MARINER INDEPENDENT ADVISOR NETWORK, LLC

n/a

Bd affiliated wealth

$9.6B

yes

n/a

MARINER PLATFORM SOLUTIONS, LLC

n/a

Independent wealth

$7.3B

yes

n/a

FLYOVER CAPITAL PARTNERS, LLC

n/a

Asset manager

$148M

yes

n/a

MARINER WEALTH ADVISORS-IC, LLC

n/a

No RAUM reported

yes

n/a

MARINER INSURANCE RESOURCES, LLC

n/a

yes

n/a

MARINER TRUST COMPANY, LLC

n/a

yes

n/a

MSEC, LLC

n/a

yes

n/a

UBIQUITY MANAGEMENT, LP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$323M

n/a

2024

Mar 31, 2025

$302M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$323M

$302M

7.0%

n/a