Overview
Assets Under Management: $1.9 billion
High-Net-Worth Clients: 37
Average Client Assets: $9.7 million
Frequently Asked Questions
EIGHTEEN48 PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #330798), EIGHTEEN48 PARTNERS is subject to fiduciary duty under federal law.
EIGHTEEN48 PARTNERS serves 37 high-net-worth clients according to their SEC filing dated July 16, 2024. View client details ↓
According to their SEC Form ADV, EIGHTEEN48 PARTNERS offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EIGHTEEN48 PARTNERS manages $1.9 billion in client assets according to their SEC filing dated July 16, 2024.
According to their SEC Form ADV, EIGHTEEN48 PARTNERS serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.27%
Average Client Assets: $9.7 million
Total Client Accounts: 87
Discretionary Accounts: 39
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 330798
Filing ID: 1889059
Last Filing Date: 2024-07-16 13:03:00