1819 PARTNERS
1819 PARTNERS, LLC Legal Name
Adviser information for 1819 PARTNERS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $156.4M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $156.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $156.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesCASH FLOWS FROM OPERATIONS |
Identifiers
| SEC RIA File Number | 801-128667 |
|---|---|
| SEC ERA File Number | 801-128667 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326601 |
| Legal Entity Identifier | None |
Principal Office
555 PERKINS EXTENDEDSUITE 400
MEMPHIS
TN
United States
Monday - Friday, 8:30AM-4:00PM CST
Tel: 901-820-0515, Fax: None
Websites
Chief Compliance Officer
JOSEPH M. MORRISON
555 PERKINS EXTENDED
SUITE 400
MEMPHIS
TN
United States
Tel:
901-820-0515
J**@***************M
(Full email address available in API data)
Regulatory Contact
ANDREW D. HURSEY
555 PERKINS EXTENDED
SUITE 400
MEMPHIS
TN
United States
Tel:
901-820-0515
D***@***************M
(Full email address available in API data)
Industry Affiliates
| SENTRY, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 1819 APP E, LLC | Private Equity Fund | $1.6M | $0.1M | 14 |
| 1819 APP M, LLC | Private Equity Fund | $4.0M | $0.1M | 17 |
| 1819 ES PARTNERS FUND, LP | Private Equity Fund | $32.8M | $0.5M | 21 |
| 1819 HSI E, L.P. | Private Equity Fund | $6.6M | $0.3M | 23 |
| 1819 HSI M, L.P. | Private Equity Fund | $1.6M | $0.3M | 7 |
| CROCKETT PARTNERS FUND I, LP | Private Equity Fund | $109.9M | $1.0M | 37 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BROOKS, JOHN, HOWARD | Individual | – | MEMBER | 01/2021 | 25-50% |
| HURSEY, ANDREW, DAVID | Individual | – | MEMBER | 01/2022 | 10-25% |
| MORRISON, JOSEPH, MCCAUGHAN | Individual | – | CHIEF COMPLIANCE OFFICER/MEMBER | 01/2021 | 25-50% |