1823 Partners (US) LLC

RIASEC RegisteredEst. 2024

Total AUM

$18.5B

Discretionary

$18.5B

100% of AUM

Avg account

$3.7B

Accounts

Employees

Advisory reps

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 RIA that began registration in 2024. The firm is structured as a limited liability company with ownership identified as a combination of a foreign entity and an individual. Its client focus is institutional investors, and it provides portfolio management services tailored to businesses and institutions. The firm operates as a commodity pool operator or commodity trading advisor in its business activities and charges both a percentage-of-assets fee and performance-based fees. Although not designated as a capital allocator, 1823 Partners integrates environmental, social, and governance (ESG) considerations into its investment process. It is not a multi-state adviser, does not serve as a pension consultant, and does not report a related adviser relationship on its filings.