Jason Knoller is a registered investment advisor at 1505 Capital LLC, based in New York, NY. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$70.3M average
Assets Under Management
$492.3M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

1505 Capital manages investments for institutional clients, charging a base management fee that typically ranges from 0.25% to 0.50% per year of the assets managed. The firm may also charge performance-based fees, which are individually negotiated with each client and depend on the investment strategy and market conditions. These fees are generally payable quarterly in arrears.

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Location

1290 Avenue of the Americas, 10th Floor, New York, NY, 10104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
1505 Capital LLC
October 2025 - Present · 7 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jason Knoller - Financial Advisor | TrueAdvisor