1818 Private Client Group provides portfolio management for individuals and small businesses.
1818 Private Client Group reports 22 clients. They include 16 high-net-worth individuals and 6 individual clients. Of its assets, 71.5% ($82.5M across 50 accounts) are managed with discretion; $32.9M across 9 accounts are not. Of its clients, 5% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 3% |
| High-net-worth individuals | 73% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6 | $3.57M | 3.1% | $595K |
| High-net-worth individuals | 16 | $112M | 96.9% | $6.99M |
| Total | 22 | $115M | 100% | $5.25M |
- Clients
- 6
- Regulatory AUM
- $3.57M
- AUM share
- 3.1%
- Avg. per client
- $595K
- Clients
- 16
- Regulatory AUM
- $112M
- AUM share
- 96.9%
- Avg. per client
- $6.99M
Total
- Clients
- 22
- Regulatory AUM
- $115M
- AUM share
- 100%
- Avg. per client
- $5.25M
- Clients outside the U.S.
- 5%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
1818 Private Client Group is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Assets Under Advisement
- Advice on assets held away from the firm is 0.10% a year of the defined accounts, at a minimum of $3,000 a quarter; negotiable.
- Hedging Strategies
- Foreign currency hedging advice is 0.25% of the USD value of each derivatives trade, plus 0.50% a year of notional value, calculated monthly.
1818 Holdings LLC owns 75% or more of 1818 Private Client Group and is in turn owned by The 1818 Irrevocable Trust (50–75%). The leadership team of 1818 Private Client Group includes Chief Compliance Officer Zvika Feldman. It has 3 employees, 2 of them in advisory roles.
Leadership
- Zvika FeldmanManaging Principal/Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 75% or more of 1818 Private Client Group, LLC
1818 Holdings LLC
Control person · since January 2023
- Owns 50% to 75% of 1818 Holdings LLC
The 1818 Irrevocable Trust
Control person · since April 2019
JM 18 Irrevocable Trust - Joshua. Mimoun - Trustee
Owner · since April 2025
- Owns 10% to 25% of 1818 Private Client Group, LLC
Zvika Feldman
Control person · since October 2021
- Owns 10% to 25% of 1818 Private Client Group, LLC
Apr18 LLC
since December 2024
- Owns 75% or more of Apr18 LLC
Asher Perez
Control person · since February 2025
1818 Private Client Group’s regulatory assets grew from $108M (June 2025) to $115M (January 2026); clients were 22 in both filings and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $115M | 22 | 3 | 1 |
| June 2025 | $108M | 22 | 2 | 1 |
Besides its headquarters, 1818 Private Client Group has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2980 Ne 207th St, Suite 809, AventuraHQ
Contact and registration details
- Legal name
- 1818 Private Client Group, LLC
- Headquarters
- 2980 Ne 207th St, Suite 809, Aventura, FL 33180
- Website
- 1818pcg.com
- Phone
- 305-684-8331
- @1818privateclientgroup
- SEC file
- 801-132124
- Structure
- Delaware LLC
- Fiscal year end
- December
1818 Private Client Group uses J.P. Morgan ($62.5M, 58%), Deutsche Bank Securities ($32.3M, 30%) and U.S. Bancorp Investments ($12.8M, 12%) as custodians for its separately managed accounts. 1818 Private Client Group does not have custody of client assets.
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $62.5M58%
- Deutsche Bank SecuritiesDeutsche Bank Securities Inc. · New York City, NY · $32.3M30%
- U.S. Bancorp InvestmentsU.S. Bancorp Investments, Inc. · Saint Paul, MN · $12.8M12%
At year end, 1818 Private Client Group’s separately managed accounts were mostly in stocks (50%) and bonds (31%).
What the accounts hold
- Stocks50%
- Funds6%
- Bonds31%
- Sovereign bonds13%
- Investment grade corporate bonds13%
- State and local bonds5%
- Cash13%
- Other6%
- Alternative investments6%
How many clients does 1818 Private Client Group have?
1818 Private Client Group has 22 clients and manages $115 million for them, as of January 2026. They include 16 high-net-worth individuals and 6 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026
What services does 1818 Private Client Group offer?
1818 Private Client Group provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does 1818 Private Client Group use?
1818 Private Client Group’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $62.5M, Deutsche Bank Securities Inc. (New York City, NY), with $32.3M and U.S. Bancorp Investments, Inc. (Saint Paul, MN), with $12.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 January 2026
How many financial advisors does 1818 Private Client Group have?
1818 Private Client Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 1818 Private Client Group invest in?
At the end of its last fiscal year, 1818 Private Client Group’s separately managed accounts held 50% exchange-traded equities, 13% sovereign bonds, 13% investment grade corporate bonds, 13% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs), 6% other and 5% state and local bonds. The 6% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 1818 Private Client Group?
1818 Private Client Group is owned through holding companies by Asher Perez and the 1818 Irrevocable Trust. Its direct owners are Zvika Feldman (10% to 25%), 1818 Holdings LLC (75% or more) and Apr18 LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 January 2026
How does 1818 Private Client Group get paid?
1818 Private Client Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 1818 Private Client Group?
1818 Private Client Group’s main office is at 2980 Ne 207th St, Suite 809, Aventura, FL 33180. Its phone number is 305-684-8331. Its website is 1818pcg.com.