Investment adviser · CRD 333927
1823 PARTNERS (US) LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $18.5B Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 52 Reported in this filing
- Advisory professionals
- 30 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | 5 | $18,532,286,569 | 100.0% |
Filing source
Form ADV 2080742 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
1823 PARTNERS WH FUND 1, L.P.Private Equity Fund · Last reported Oct 22, 2025$1BGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9865355902
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2021539 · Oct 22, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
201 S BISCAYNE BLVD., SUITE 940MIAMI, FL, 33131, United States
CRD 333927
Filing source
Form ADV 2080742 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.