1823 Partners (Us) Llc
- Regulatory AUM
- $18.5B
- Discretionary
- $18.5B
- Clients
- 5
- Avg AUM / client
- $3.7B
- Accounts
- 5
- Employees
- 52
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Insurance companies | 5 | $18.5B | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bhalla, Anant, N/A | Chief Executive Officer And Co Founder | Jul 2024 (2y) | Less than 5% | |
| Doss, Sanjeev | Chief Compliance Officer And General Counsel | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 1823 Partners (Uk) Ltd. | Shareholder | Jul 2024 | A | 75% or more |
| 1823 Partners L.P. | Sole Member | Jul 2024 | B | ≈ 56.25% – 100% via 1823 Partners (Uk) Ltd. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- 1823 Partners L.P.: 75% – 100% of 1823 Partners (Uk) Ltd. × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 954 KB | 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 businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $7.3B (39% of AUM) Oct 2026
- Citibank $5.7B (31% of AUM) Oct 2026
- J.P. Morgan $2.3B (12% of AUM) Oct 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 16, 2026.
View current Form ADV (SEC/IAPD) ↗