Clients
1823 Partners (us) serves 5 clients. The average client has about $3.71 billion with the firm.
- Insurance companies5 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Insurance companies | 5 | $18,532,286,569 | 100.0% | $3.71B |
| Total | 5 | $18,532,286,569 | 100% | $3.71B |
- Clients
- 5
- Regulatory AUM
- $18,532,286,569
- Share
- 100.0%
- Avg. per client
- $3.71B
Total
- Clients
- 5
- Regulatory AUM
- $18,532,286,569
- Share
- 100%
- Avg. per client
- $3.71B
What it does
1823 Partners (us) provides portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
1823 Partners (us) advises no private funds.
100.0% of assets ($18.53B across 5 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- U.S. government/agency bonds
- 2%
- U.S. state and local bonds
- 4%
- Investment grade corporate bonds
- 22%
- Non-investment grade corporate bonds
- 5%
- Derivatives
- 1%
- Securities issued by pooled investment vehicles (other than registered investment companies)
- 35%
- Cash and cash equivalents
- 21%
- Other (End of Year: Mortgage Loans (commercial and Residential), Real Estate)
- 11%
Custodians
1823 Partners (us)’s client accounts are held mainly at US Bank National Association, with 39% of managed assets, and Citibank, N.A., with 31%. 1823 Partners (us) does not have custody of client assets.
- J.P. MorganJP Morgan Chase Bank, N.A. · New York, NY · $2.28B12%
- US Bank National AssociationUS Bank National Association · Minneapolis, MN · $7.28B39%
- Citibank, N.A.Citibank, N.A. · New York, NY · $5.71B31%
- All other custodians$3.26B18%
Ownership and leadership
1823 Partners (uk) LTD. owns 75% or more of 1823 Partners (us), and Anant Bhalla is its CEO.
- Owns 75% or more of 1823 Partners (us) LLC
1823 Partners (uk) LTD.
Control person · since July 2024
- Owns 75% or more of 1823 Partners (uk) LTD.
1823 Partners L.P.
Control person · since July 2024
Leadership
- Anant BhallaChief Executive Officer and Co-Founder
- James HamalainenChief Operating Officer
- Cassandra BeckerChief Compliance Officer & Senior Counsel
- Brett BandsmaChief Technology Officer
- Sanjeev DossGeneral Counsel
Staff
- 52 employees
- 30 in advisory functions
Fees
1823 Partners (us) is paid through a percentage of assets under management and performance-based fees.
1823 Partners (us)’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, 1823 Partners (us) has 1 office, with 2 listed addresses across 2 states.
Florida · 1 listed address
- 201 S Biscayne BLVD., Suite 940, MiamiHQ
New York · 1 listed address
- 1 Penn Plaza, New York
Registration details
- Legal name
- 1823 Partners (us) LLC
- Headquarters
- 201 S Biscayne BLVD., Suite 940, Miami, FL 33131
- Phone
- 202-431-7882
- Website
- www.1823.partners
- SEC file
- 801-131689
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does 1823 Partners (us) have?
1823 Partners (us) has 5 clients and manages $18.5 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does 1823 Partners (us) offer?
1823 Partners (us) provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does 1823 Partners (us) use?
1823 Partners (us)’s separately managed account assets are held at US Bank National Association (Minneapolis, MN), with $7,278,258,828, Citibank, N.A. (New York, NY), with $5,712,153,776 and JP Morgan Chase Bank, N.A. (New York, NY), with $2,281,987,321. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does 1823 Partners (us) have?
1823 Partners (us) has 0 investment adviser representatives registered with state securities authorities, out of 52 employees, and 30 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 1823 Partners (us) invest in?
At the end of its last fiscal year, 1823 Partners (us)’s separately managed accounts held 35% pooled vehicles (private funds and similar), 22% investment grade corporate bonds, 21% cash and equivalents, 11% end of year: mortgage loans (commercial and residential), real estate, 5% high-yield corporate bonds, 4% state and local bonds, 2% U.S. government and agency bonds and 1% derivatives. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 1823 Partners (us)?
1823 Partners (us) is owned through a holding company by 1823 Partners L.P. Its direct owner is 1823 Partners (uk) LTD. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does 1823 Partners (us) get paid?
1823 Partners (us) is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file