1823 PARTNERS (US) LLC

RIASEC RegisteredEst. 2024
Total AUM
$18.5B
Discretionary
$18.5B
100% of AUM
Avg account
$3.7B
Accounts
5
Employees
52
Advisory reps
5

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

FINTRX

Overview

1823 Partners (US) LLC is an SEC-registered institutional adviser that operates with a concentrated client base and an active role in commodity-related strategies. The firm functions as a CPO/CTA and provides portfolio management for businesses and institutions, positioning itself to manage pooled commodity strategies and to advise or run commodity trading activity alongside broader institutional mandates. Its fee model combines percentage-of-AUM and performance-based fees, which aligns manager compensation with return generation on both public and alternative allocations. Investment emphasis is weighted toward private fund investments, with material exposures to real estate and commodity strategies. The firm identifies as an active ESG investor, suggesting ESG considerations are integrated into manager selection and portfolio construction, particularly for private fund and real estate allocations. 1823 Partners (US) LLC lists a mix of foreign-entity and individual ownership and is classified as unclassified for regulatory categorization, operating primarily for institutional clients rather than retail households.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 35%, Investment Grade Corp Bonds 22%, Cash & Cash Equivalents 21%, Other 11%, Non-Investment Grade Corp Bonds 5%, State & Local Bonds 4%, US Government Bonds 2%, Derivatives 1%35%
  • Private Funds35%
  • Investment Grade Corp Bonds22%
  • Cash & Cash Equivalents21%
  • Other11%
  • Non-Investment Grade Corp Bonds5%

Owners & executives

3 of 5
  • ANANT 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

Unlock 2 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth