{
  "crd_number": 333927,
  "slug": "1823-partners-us-llc-miami-fl-333927",
  "primary_business_name": "1823 PARTNERS (US) LLC",
  "legal_name": "1823 PARTNERS (US) LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-12-20",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 18532286569.0,
  "raum_discretionary": 18532286569.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 52,
  "advisory_employees": 30,
  "client_count_bucket": null,
  "clients_by_type": {
    "insurance_companies": {
      "raum": 18532286569.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [
    "https://1823.partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333927",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/1823-partners-us-llc-miami-fl-333927",
  "display_name": "1823 Partners (US) LLC",
  "summary": "1823 Partners (US) LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2024, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. 1823 Partners (US) LLC (CRD 333927): 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"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is 1823 Partners (US) LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 1823 Partners (US) LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is 1823 Partners (US) LLC located?",
      "a": "1823 Partners (US) LLC's principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is 1823 Partners (US) LLC registered with the SEC or a state?",
      "a": "1823 Partners (US) LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333927."
    },
    {
      "q": "How much does 1823 Partners (US) LLC manage?",
      "a": "1823 Partners (US) LLC reports $18,532,286,569 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have 1823 Partners (US) LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for 1823 Partners (US) LLC: Regulatory assets under management: $1,000,000,000 in the October 2025 data and $18,532,286,569 in the October 2026 data, up 1753%. Total employees: 11 in October 2025 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 1823 Partners (US) LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: insurance companies (5)."
    },
    {
      "q": "Which custodians does 1823 Partners (US) LLC use?",
      "a": "1823 Partners (US) LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank, N.A., JP Morgan Chase Bank, N.A. and US Bank National Association as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 1823 Partners (US) LLC 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/333927"
    },
    {
      "q": "What changed in 1823 Partners (US) LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,000,000,000 to $18,532,286,569 (+1753%). Employees performing advisory functions went from 9 to 30. Added an office in New York, NY. Registered or notice-filed in NY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1000000000.0,
      "total_employees": 11,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 18532286569.0,
      "total_employees": 52,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,000,000,000 to $18,532,286,569 (+1753%).",
        "Employees performing advisory functions went from 9 to 30.",
        "Added an office in New York, NY.",
        "Registered or notice-filed in NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citibank, N.A.",
      "name_as_filed": "CITIBANK, N.A.",
      "affiliated": false
    },
    {
      "name": "JP Morgan Chase Bank, N.A.",
      "name_as_filed": "JP MORGAN CHASE BANK, N.A.",
      "affiliated": false
    },
    {
      "name": "US Bank National Association",
      "name_as_filed": "US BANK NATIONAL ASSOCIATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/1823-partners-us-llc-miami-fl-333927.md",
  "clients": [
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 5,
      "fewer_than_5": false,
      "raum": 18532286569.0
    }
  ],
  "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/333927",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}