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1789 CAPITAL MANAGEMENT

Legal name: 1789 CAPITAL MANAGEMENT, LLC

CRD 335007File 801-134250
APPROVED
Custody
Disclosure events
Filing as of Aug 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.73B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Non-discretionary $1.01B
Clients
26
26 accounts
Employees
13
Top 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Aug 29, 2025
Principal office
324 ROYAL PALM WAY, SUITE 300, PALM BEACH, FL, 33480
Phone
561-223-9937

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.73B
Discretionary AUM
$1.71B
Non-discretionary AUM
$1.01B
Discretionary accounts
22
Non-discretionary accounts
4
Total accounts
26
AUM per client
$104.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles26$2.73B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11H1A
  • Q11H1B

Filed changes

DateFieldFromToChange
Aug 12, 2026DisclosuresNoYes
Apr 1, 2026Employees813increased by5
Apr 1, 2026Clients1626increased by10
Apr 1, 2026AUM$861,247,283$2,725,022,048increased by$1,863,774,765
Apr 1, 2026Accounts1626increased by10
Dec 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “1789 CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“1789 CAPITAL” 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.