1876 PARTNERS, LP

RIASEC RegisteredEst. 2024
Total AUM
$260M
Discretionary
$260M
100% of AUM
Avg account
$260M
Accounts
1
Employees
8
Advisory reps
4

Firm details

Headquarters
TOMBALL, Texas
CRD number
329053
Registered since
January 2, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

1876 Partners, LP is a Tomball, Texas–based private equity manager focused on lower middle market software, technology-enabled services, and data businesses. The firm was founded in 2023 by Robert Burnett, Matt Zachary, and Jake Stewart and registered with the SEC in 2024. 1876 Partners targets profitable, vertically focused companies where recurring revenue and mission-critical market positioning create defensible economics and predictable cash flow. Investment decisions center on companies with up to $10M in EBITDA, often family- or founder-owned, operating in fragmented verticals with low customer concentration. The team prioritizes management depth and domain expertise, seeking businesses with strong recurring revenue models and clear acquisition opportunities that can be executed from day one. The firm also identifies itself as an active ESG investor, integrating environmental, social and governance considerations into underwriting and portfolio oversight. As a private equity sponsor and managing member of pooled vehicles, 1876 Partners runs a fee structure that combines a percentage-of-AUM management fee with performance-based carry. Its client base is institutional and the firm’s advisory activity is focused on portfolio management for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • andrew sutton

    Chief Financial OfficerCRD 6891757

Contacts

3 of 3
  • Matthew Zachary

    Senior AssociateCRD 7244263

  • ROBERT BURNETT

    Co-Founder & PresidentCRD 6891756

  • Jake Stewart

    PartnerCRD 7830159

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

TOMBALL, TX

HARRIS

Location

TOMBALL, TX

Headquartered in TOMBALL, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1445 Keefer Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth