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Data / Investment advisers / Tennessee / 1819 Partners

1819 Partners, Memphis, TN: $207 million AUM, SEC registered investment adviser

1819 Partners is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $207 million in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 4 private funds.

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Registration
SEC registered investment adviser
CRD number
326601
SEC file number
801-128667
SEC status
Approved, effective August 31, 2023
Legal name
1819 Partners, LLC
Main office
6070 Poplar Avenue Suite 700, Memphis, TN 38119
Phone
(901) 820-0515
Website
1819partners.com
Regulatory AUM
$207,090,430 in the Form ADV filed September 28, 2026
Discretionary AUM
$207,090,430
Accounts
4
Employees
4, of which 4 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees, other fees
Private funds
4: 4 private equity funds
Gross assets of private funds
$207,090,430
Other offices
1
Umbrella registration
4 relying advisers
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
September 28, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pooled investment vehicles4$207.1 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$207.1 millionMarch 24, 2026
December 1, 2025$207.2 millionSeptember 19, 2025

Other advisers in Memphis

AdviserCityAUMPrivate fundsSource
Cardinal Wealth Advisory, LLCMemphis$273.2 millionNot listedadviserinfo.sec.gov
Memphis Capital Management, LLCMemphis$268.6 million1adviserinfo.sec.gov
Mercury Investment GroupMemphis$252.6 millionNot listedadviserinfo.sec.gov
Ridgeline Capital Management, LLCMemphis$228.3 million22adviserinfo.sec.gov
Walnut Grove Capital Partners, LPMemphis$226.3 million9adviserinfo.sec.gov
Blong FinancialMemphis$202 millionNot listedadviserinfo.sec.gov
Strategic Advisory ServicesMemphis$201.2 millionNot listedadviserinfo.sec.gov
Frazee Investment Consulting, Inc.Memphis$195.5 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.