1839 ASSET MANAGEMENT LLC
other names
- 1839 ASSET MANAGEMENT LLC
Adviser Profile
| Registration status | Terminated |
| As of Date | 01/24/2022 |
| ADV Location | PLANO, TX, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 2 -60% |
| AUM* | 110,820,447 |
| of that, discretionary | 110,820,447 2% |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,164,089 2% |
| SMA’s | Yes |
| Private Funds | 0 1 |
| Contact Info | 917 xxxxxxx |
Client Types
- Pooled investment vehicles
- Insurance companies
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
134M
115M
96M
77M
58M
38M
19M
2017
2018
2019
2020
2021
2022