DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
1823 Partners (US) LLC
Latest filing Mar 31, 2026
First filing on the tape Nov 22, 2024 · 5 filings
SEC status approved since Dec 20, 2024
RAUM
$19B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
52
30 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$19B as of Mar 31, 2026
Mar 31, 2025$1.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20250 then
Employees (5.A)52 as of Mar 31, 2026
Mar 31, 202511 then
Private funds1 as of Oct 22, 2025
Mar 31, 20251 then
RAUM +1753% over the last fiscal yearIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $3.7BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1753%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$19B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- N/A Anant Bhalla · Chief Executive Officer And Co-Foundercontrolsince 07/2024 · owns less than 5%
- Sanjeev Doss · Chief Compliance Officer And General Counselcontrolsince 07/2024 · owns less than 5%
Entity owners
- 1823 Partners (Uk) Ltd. · Shareholderdirect · owns 75% or more
- 1823 Partners L.P. · Sole Memberindirect · owns 75% or more of 1823 Partners (Uk) Ltd.
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 31, 2026portfolio management for pooled vehicles (Item 5.G.4): yes on the filing of 2025-10-22, no on the filing of 2026-03-31peers: institutional managers, $5B to $20B (71)
- business activity changedChange between filings · filing Mar 31, 2026advises private funds (Item 7.B): yes on the filing of 2025-10-22, no on the filing of 2026-03-31peers: institutional managers, $5B to $20B (71)
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 11.0 to 52.0 (+373.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (56 comparable advisers, 100.0th percentile of changes)peers: institutional managers, $5B to $20B (56) · 100% percentile
- institutional asset share shiftChange between filings · filing Mar 31, 2026institutional share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: institutional managers, $5B to $20B (71)
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $1,000,000,000 to $18,532,286,569 (+1753.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (66 comparable advisers, 100.0th percentile of changes)peers: institutional managers, $5B to $20B (66) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 1 to 5Oct 22, 2025 to Mar 31, 2026
- Advisory employees · 9 to 30Oct 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 1.0 to unsetOct 22, 2025 to Mar 31, 2026
- Employees · 11 to 52Oct 22, 2025 to Mar 31, 2026
- Other offices · 0 to 1Oct 22, 2025 to Mar 31, 2026
- Private funds · 1 to unsetOct 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.0B to $19BOct 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · 1000000000.0 to unsetOct 22, 2025 to Mar 31, 2026
- RAUM · $1.0B to $19BOct 22, 2025 to Mar 31, 2026
- Related adviser · true to falseOct 22, 2025 to Mar 31, 2026
- Accounts · unset to 1.0Dec 4, 2024 to Mar 31, 2025
- Advisory employees · 8 to 9Dec 4, 2024 to Mar 31, 2025
- Pooled vehicle clients · unset to 1.0Dec 4, 2024 to Mar 31, 2025
- Assets in custody · 0.0 to unsetDec 4, 2024 to Mar 31, 2025
- Employees · 10 to 11Dec 4, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 4, 2024 to Mar 31, 2025
- Private funds · unset to 1Dec 4, 2024 to Mar 31, 2025
- Discretionary RAUM · unset to 1000000000.0Dec 4, 2024 to Mar 31, 2025
- Non-discretionary RAUM · unset to 0.0Dec 4, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · unset to 1000000000.0Dec 4, 2024 to Mar 31, 2025
- RAUM · unset to 1000000000.0Dec 4, 2024 to Mar 31, 2025
- Related adviser · false to trueDec 4, 2024 to Mar 31, 2025
Signals
2 dated events
- 1823 Partners (Us) Llc reported RAUM $18.5B, up 1753% from $1.0B (2025-10-22 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- 1823 Partners (Us) Llc filed its initial SEC registration (Form ADV)Nov 22, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- 1823.partnersreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-431-7882reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026