1876 Partners, Lp
- Regulatory AUM
- $260M
- Discretionary
- $260M
- Clients
- 1
- Avg AUM / client
- $260M
- Accounts
- 1
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $260M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $253M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 1876 Partners Fund I, Lp | Private Equity Fund | Delaware | $253M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burnett, Robert, David | Member | Oct 2023 (3y) | ≈ 37.5% – 75% via Bsz, Llc | |
| Cherry, Jeffrey, Scott | General Counsel And Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Stewart, Jake, Edward | Member | Nov 2023 (3y) | ≈ 18.75% – 50% via Bsz, Llc | |
| Zachary, Matthew, T. | Member | Nov 2023 (3y) | ≈ 18.75% – 50% via Bsz, Llc | |
| Sutton, Andrew | Chief Financial Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bsz, Llc | Sole Limited Partner | Oct 2023 | A | 75% or more |
| 1876 Partners Holdings, Llc | General Partner | Oct 2023 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Burnett, Robert, David: 50% – 75% of Bsz, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Stewart, Jake, Edward: 25% – 50% of Bsz, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Zachary, Matthew, T.: 25% – 50% of Bsz, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $253M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 1876 Partners Fund I, Lp | Private Equity Fund | $253M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗