547 Investments: Creating Opportunity
Unit Price: $268.91
As of: December 18, 2024
Our Story
Betting on Future Successes
547 Investments LLC started as a simple idea. It was a discussion that occurred on the Long Island Railroad about investments, income, and the ability to make money. We talked about how opportunities for the average investor to make money in the markets are limited. Mutual funds have significant limitations in what they are allowed to invest in and typically charge fees that that take away from profits. Hedge funds typically require a substantial minimum investment, charge substantial fees that make the fund managers wealthy and not so much the investor, and in most cases require investors to be accredited. Investment advisors can also charge high fees and tend to favor more conservative investments and limit opportunity. Our firm offers you the ability to invest your money and allocate it to high quality investments without the obstacles and barriers to entry the smaller investor will typically have to face if they were to invest elsewhere. Our Firm was founded in 2012.
About Our Firm
Who We Are
547 Investments LLC was established out of the collective ambition of investors experienced in business and finance. Our goal is to help member investors make money and keep it. We strive to maximize profits and minimize expenses, all while maintaining a strong focus on risk management. We look to our members for their own ideas and visions for investment.
Our assets are invested in real estate, stocks, bonds, options and other securities. We also look to purchase businesses in entirety for the benefit of the partners. Our investments are long-term in nature, with a strong focus on fundamentals and price.
If you’d like to learn more about us or are interested in partnering with us, contact us today to schedule an appointment.
Quality Investments
547 Investments has a primary objective to buy and hold a minority interest in a variety of extraordinary businesses and real-estate. We look to further diversity to where we have a controlling interest in real-estate or businesses. 547 Investments utilizes a bottom up approach to investing, taking a long-term strategic view on every investment. 547 Investments looks to maximize our per-unit value on a long-term basis by purchasing marketable common stocks, directly owning high quality businesses, or purchasing real-estate, or any combination of all three. The firm will primarily seek investments that it believes has or will have the ability to provide us with a steady income stream, and investments that generate cash and earn above-average returns on capital. 547 Investments will also utilize options for additional income purposes, with the objective to own the quality marketable common stocks that we wish to hold long-term for fair or better prices.
Daniel W. Jarrett
President
Mr. Jarrett graduated from Saint Leo University with a Bachelor’s Degree in accounting, and with a specialization in Business. Mr. Jarrett co-founded 547 Investments LLC in 2012. He worked in the financial industry for over 25 years for two major Wall Street brokerage firms. His experience includes assessing the credit worthiness of institutional clients including hedge funds, investment advisors, broker-dealers, and corporations. He has extensive experience in counterparty risk, market risk, and operational risk. Mr. Jarrett has participated and completed various credit training programs and has his NASD Series 7 and 63 licenses. Separately, Mr. Jarrett manages his own personal investment portfolio.
Dennis Bosco Jr.
Vice President
Mr. Bosco graduated from Hofstra University in 1993 with a Bachelor’s Degree in accounting. He co-founded 547 Investments LLC in 2012. Mr. Bosco worked for KPMG, one of the largest accounting firms in the world, and became a CPA. His experience included auditing and preparing financial statements for many different companies. He prepared individual taxes for several years and then started to work at Chelsea Floor Covering, a family owned business, where he is now CEO. Throughout his career, Mr. Bosco has studied financial markets and has taken courses in options trading and investing.
