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1823 PARTNERS (US) LLC
CRD 333927File 801-131689
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.53B
Top 10% of cohort (national)
Discretionary AUM
$18.53B
Clients
5
5 accounts
Employees
52
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 20, 2024
- Principal office
- 201 S BISCAYNE BLVD., SUITE 940, MIAMI, FL, 33131
- Phone
- 202-431-7882
- Website
- https://www.1823.partners/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.53B
- Discretionary AUM
- $18.53B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $3.71B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 5 | $18.53B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 52 | increased by41 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 1 | 5 | increased by4 |
| Apr 1, 2026 | AUM | $1,000,000,000 | $18,532,286,569 | increased by$17,532,286,569 |
| Apr 1, 2026 | Accounts | 1 | 5 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “1823 PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“1823 PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.