1823 Partners (US) LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 333927
- Registered since
- December 20, 2024
- Custodians
- U.S. BANK, N.A., CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
1823 Partners (US) LLC operates as an institutional registered investment adviser focused on serving institutional clients. Ownership is a mix of a foreign entity and an individual. The firm is registered to act in commodity pool operator/commodity trading advisor capacities (CPO/CTA) and identifies as an active ESG investor. Its compensation model combines asset-based fees with performance-linked fees, and it is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds35%
- Investment Grade Corp Bonds22%
- Cash & Cash Equivalents21%
- Other11%
- Non-Investment Grade Corp Bonds5%
Owners & executives
3 of 5Anant Bhalla
Co-Founder and Chief Executive OfficerCRD 4849332
Sanjeev Doss
Chief Compliance Officer and General CounselCRD 5709364
Cassandra Becker
Chief Compliance Officer and Senior CounselCRD 8009255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 201 S Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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