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1823 PARTNERS (US) LLC

MIAMI, FL · CRD 333927 · IAPD ↗ · 1823.partners · 202-431-7882

$18.53BRegulatory AUM
30Advisory reps
52Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
April 2026 — 1823 PARTNERS (US) LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — 1823 PARTNERS (US) LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — 1823 PARTNERS (US) LLC reported RAUM up 1753% ($1.00B -> $18.53B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — 1823 PARTNERS (US) LLC grew from 9 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — 1823 PARTNERS (US) LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
April 2025 — 1823 PARTNERS (US) LLC now reports 1 private fund(s) ($1.00B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
January 2025 — 1823 PARTNERS (US) LLC (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.