# 1789 Capital Management

> 1789 Capital Management is an SEC-registered investment advisory firm in Palm Beach, FL, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 335007
- Filed as: 1789 CAPITAL MANAGEMENT
- Legal name: 1789 Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335007
- AdvisorCensus page: https://advisorcensus.com/firm/1789-capital-management-palm-beach-fl-335007

## Quick answers

**How is 1789 Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), 1789 Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is 1789 Capital Management located?**
1789 Capital Management's principal office is in Palm Beach, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is 1789 Capital Management registered with the SEC or a state?**
1789 Capital Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335007.

**How much does 1789 Capital Management manage?**
1789 Capital Management reports $2,725,022,048 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (63% discretionary).

**What types of clients does 1789 Capital Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (26).

**Does 1789 Capital Management report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.H(1)(a) (court injunction in the past ten years) and 11.H(1)(b) (court finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335007

**What changed in 1789 Capital Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 13. Regulatory assets under management went from $861,247,283 to $2,725,022,048 (+216%). Added an office in Dallas, TX. No longer lists an office in Scottsdale, AZ. Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,725,022,048
- Discretionary: $1,710,646,854
- Non-discretionary: $1,014,375,194

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 26 | $2,725,022,048 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(1)(a): In the past ten years, has a domestic or foreign court issued an injunction against the firm or an advisory affiliate in connection with investment-related activity?
- 11.H(1)(b): Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335007

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- [1789capital.io](https://1789capital.io)
- LinkedIn @1789-capital
- X @1789capital

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 13.
- Regulatory assets under management went from $861,247,283 to $2,725,022,048 (+216%).
- Added an office in Dallas, TX.
- No longer lists an office in Scottsdale, AZ.
- Registered or notice-filed in TX.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 1789 Capital Management (CRD 335007): Form ADV filing data as of October 2026.