1819 PARTNERS

RIASEC RegisteredEst. 2023
Total AUM
$207M
Discretionary
$207M
100% of AUM
Avg account
$51.8M
Accounts
4
Employees
4
Advisory reps
4

Firm details

Headquarters
MEMPHIS, Tennessee
CRD number
326601
Registered since
August 31, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

1819 Partners is a private equity adviser that manages pooled investment vehicles for an institutional client base. Registered with the SEC in 2023 and organized as a limited liability company under individual ownership, the firm positions itself as a sponsor and general partner for closed‑end private equity funds and private placement vehicles. Its advisory activity is focused on portfolio management for those pooled vehicles rather than on acting as a broad capital allocator to external managers. Investment activity centers on concentrated, long‑term private equity commitments. The firm charges a mix of percentage‑of‑AUM and performance‑based fees, consistent with a traditional management fee plus carried interest model, and performs the GP/sponsor role on the funds it advises. 1819 Partners is not identified as an active ESG investor and does not list pension consulting or related‑adviser services among its activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • John Brooks

    PartnerCRD 7845061

  • JOHN BROOKS

    MemberCRD 4904657

  • JOSEPH MORRISON

    PrincipalCRD 2001046

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MEMPHIS, TN

SHELBY

Location

MEMPHIS, TN

Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
SHELBY
Address
6070 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth