# 1823 Partners (US) LLC

> 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.

- CRD: 333927
- Filed as: 1823 PARTNERS (US) LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333927
- AdvisorCensus page: https://advisorcensus.com/firm/1823-partners-us-llc-miami-fl-333927

## Quick answers

**How is 1823 Partners (US) LLC compensated?**
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.

**Where is 1823 Partners (US) LLC located?**
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).

**Is 1823 Partners (US) LLC registered with the SEC or a state?**
1823 Partners (US) LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333927.

**How much does 1823 Partners (US) LLC manage?**
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).

**How have 1823 Partners (US) LLC's assets and staff changed since 2025?**
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.

**What types of clients does 1823 Partners (US) LLC serve?**
By number of clients on Form ADV Item 5.D: insurance companies (5).

**Which custodians does 1823 Partners (US) LLC use?**
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.

**Does 1823 Partners (US) LLC 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/333927

**What changed in 1823 Partners (US) LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Citibank, N.A.
- JP Morgan Chase Bank, N.A.
- US Bank National Association

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.

### Regulatory assets under management (Item 5.F)
- Total: $18,532,286,569
- Discretionary: $18,532,286,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Insurance companies | 5 | $18,532,286,569 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (1 year)
- Employees: 52 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- 1823.partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $1,000,000,000 | 11 | March 31, 2025 |
| October 2026 | $18,532,286,569 | 52 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 1823 Partners (US) LLC (CRD 333927): Form ADV filing data as of October 2026.