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 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
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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