1876 PARTNERS, LP
Adviser information for 1876 PARTNERS, LP last updated from Form ADV on November 29th, 2023. 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
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 | 0 | $0 |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129257 |
|---|---|
| SEC ERA File Number | 801-129257 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329053 |
| Legal Entity Identifier | None |
Principal Office
1445 KEEFER RDSUITE A
TOMBALL
TX
United States
Monday - Friday, 8:30 AM - 5:00 PM CT
Tel: 281-545-7805, Fax: None
Websites
Chief Compliance Officer
SCOTT CHERRY
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
1445 KEEFER RD
SUITE A
TOMBALL
TX
United States
Tel:
281-545-7805
S******@***************M
(Full email address available in API data)
Regulatory Contact
ROBERT BURNETT
MANAGING PARTNER
1445 KEEFER RD
SUITE A
TOMBALL
TX
United States
R*******@***************M
(Full email address available in API data)
Industry Affiliates
| 1876 PARTNERS FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FALCATA CAPITAL LLC | Other investment adviser, including financial planners |
| FTI GP I, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 1876 PARTNERS FUND I, LP | Private Equity Fund | $0.0M | $1.0M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BSZ, LLC | Domestic Entity | – | SOLE LIMITED PARTNER | 10/2023 | > 75% |
| 1876 PARTNERS HOLDINGS, LLC | Domestic Entity | – | GENERAL PARTNER | 10/2023 | < 5% |
| BURNETT, ROBERT, DAVID | Individual | BSZ, LLC | MEMBER | 10/2023 | 50-75% |
| Zachary, Matthew, T. | Individual | BSZ, LLC | MEMBER | 11/2023 | 25-50% |
| Stewart, Jake, Edward | Individual | BSZ, LLC | MEMBER | 11/2023 | 25-50% |
| BURNETT, ROBERT, DAVID | Individual | 1876 PARTNERS HOLDINGS, LLC | MEMBER | 10/2023 | 50-75% |
| Zachary, Matthew, T. | Individual | 1876 PARTNERS HOLDINGS, LLC | MEMBER | 11/2023 | 25-50% |
| Stewart, Jake, Edward | Individual | 1876 PARTNERS HOLDINGS, LLC | MEMBER | 11/2023 | 25-50% |
| Cherry, Jeffrey, Scott | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |
| BURNETT, ROBERT, DAVID | Individual | – | MANAGING PARTNER | 10/2023 | < 5% |
| Zachary, Matthew, T. | Individual | – | PARTNER | 11/2023 | < 5% |
| Stewart, Jake, Edward | Individual | – | PARTNER | 11/2023 | < 5% |