AdvisorCensus / Financial advisors / Tennessee / Memphis / 1819 Partners
1819 Partners is an SEC-registered investment advisory firm in Memphis, TN, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.
Quick answers
From the filingHow is 1819 Partners compensated?
On its Form ADV (Item 5.E, October 2026), 1819 Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is 1819 Partners located?
1819 Partners' principal office is in Memphis, TN, according to its Form ADV.
Is 1819 Partners registered with the SEC or a state?
1819 Partners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326601.
How much does 1819 Partners manage?
1819 Partners reports $207,090,430 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).
How have 1819 Partners' assets and staff changed since 2023?
In the Form ADV data for 1819 Partners: Regulatory assets under management: $170,845,251 in the October 2023 data and $207,090,430 in the October 2026 data, up 21%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does 1819 Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).
Does 1819 Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326601
What changed in 1819 Partners' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Registered or notice-filed in TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$207,090,430 as of October 2026, filing dated September 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- 1819 Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $207,090,430 | 4 | September 28, 2026 |
| October 2025 | $207,244,834 | 3 | April 30, 2025 |
| October 2024 | $156,376,016 | 3 | June 29, 2024 |
| October 2023 | $170,845,251 | 3 | September 5, 2023 |
Regulatory assets under management: $170,845,251 in the October 2023 data and $207,090,430 in the October 2026 data, up 21%.
Total employees: 3 in October 2023 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in TX.
- January 2026
- No longer registered or notice-filed in TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. 1819 Partners (CRD 326601): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/1819-partners-memphis-tn-326601