{
  "crd_number": 326601,
  "slug": "1819-partners-memphis-tn-326601",
  "primary_business_name": "1819 PARTNERS",
  "legal_name": "1819 PARTNERS, LLC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-08-31",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 207090430.0,
  "raum_discretionary": 207090430.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 207090430.0,
      "count": 4
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN",
    "TX"
  ],
  "websites": [
    "https://1819partners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326601",
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/1819-partners-memphis-tn-326601",
  "display_name": "1819 Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. 1819 Partners (CRD 326601): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is 1819 Partners compensated?",
      "a": "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."
    },
    {
      "q": "Where is 1819 Partners located?",
      "a": "1819 Partners' principal office is in Memphis, TN, according to its Form ADV."
    },
    {
      "q": "Is 1819 Partners registered with the SEC or a state?",
      "a": "1819 Partners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326601."
    },
    {
      "q": "How much does 1819 Partners manage?",
      "a": "1819 Partners reports $207,090,430 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have 1819 Partners' assets and staff changed since 2023?",
      "a": "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."
    },
    {
      "q": "What types of clients does 1819 Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Does 1819 Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in 1819 Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Registered or notice-filed in TX."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 170845251.0,
      "total_employees": 3,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 156376016.0,
      "total_employees": 3,
      "filing_date": "2024-06-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 207244834.0,
      "total_employees": 3,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 207090430.0,
      "total_employees": 4,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/1819-partners-memphis-tn-326601.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 207090430.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326601",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}