1836 ASSET MANAGEMENT, LLC

Overview

1836 Asset Management, LLC is an SEC-registered, owner-operated RIA that serves individual and family clients with a mix of discretionary and non-discretionary portfolio services. The firm’s advisory footprint centers on direct portfolio management for individuals and small businesses, alongside the selection of other advisers when specialty management is required. Fee arrangements include both percentage-of-AUM billing and fixed fees, and the firm also performs other financial product sales activities. It is not an active ESG investor and does not present itself as a multi-state or pension consulting specialist. Investment behavior is tilted toward liquid, exchange-traded instruments and traditional pooled products. The firm acts as a capital allocator for client portfolios and appears to use a combination of in-house portfolio construction and third-party manager selection rather than relying solely on internally managed product lines.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices