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 institutional registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves institutional clients and provides portfolio management for businesses and institutions; it also operates in a CPO/CTA capacity. Its compensation blends a percentage-of-assets model with performance-based fees, and the ownership structure includes both a foreign entity and an individual. The firm identifies as an active ESG investor.
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
FINTRXContacts
FINTRXWealth 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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