1888 Investments, Llc
- Regulatory AUM
- $5.9B
- Discretionary
- $5.9B
- Clients
- 34
- Avg AUM / client
- $174M
- Accounts
- 34
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 3 positions, $63,002,420)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $50,776,118 | 1,740,100 | 80.6% | 0.86% |
| 2 | Circle Internet Group Inc. | COM CL A | $11,622,942 | 121,821 | 18.4% | 0.2% |
| 3 | Seer Inc | COM CL A | $603,360 | 359,143 | 0.96% | 0.01% |
Top 25 of 3 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 16 | $5.6M | 0.09% |
| Pooled investment vehicles (non-investment companies) | 5 | $5.9B | 99.1% |
| Charitable organizations | 11 | $0 | — |
| Corporations and other businesses | 2 | $47.3M | 0.8% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $10.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 1888 Fund, Llc | Other Private Fund | Delaware | $4.9B | 25 |
| Liquid Markets 1888 Fund, Llc | Hedge Fund | Delaware | $2.9B | 1 |
| Illiquid Markets 1888 Fund, Llc | Private Equity Fund | Delaware | $1.8B | 1 |
| 1888 Npo Fund, Llc | Other Private Fund | Delaware | $945M | 6 |
| Esawf, Llc | Other Private Fund | Delaware | $85.3M | 33 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| May, David, J | Elected Manager | Dec 2014 (12y) | Less than 5% | |
| Koch, Charles, Chase | Elected Manager | Feb 2023 (4y) | GP / trustee / elected manager of 1888 Management, Llc (indirect) | |
| Koch, Julia, F | Elected Manager | Feb 2023 (4y) | GP / trustee / elected manager of 1888 Management, Llc (indirect) | |
| Dries, Christopher, Charles | Chief Investment Officer / Elected Manager | Mar 2023 (3y) | Less than 5% | |
| Murphy, Sarah | Assistant Treasurer | Dec 2023 (3y) | Less than 5% | |
| Robertson, David, Lee | Trustee | Feb 2024 (3y) | GP / trustee / elected manager of Remainder Marital Trust Created By David H. Koch 2003 Trust U/A/D 1/24/03 (indirect) |
Undisclosed: 85% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $10.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 1888 Fund, Llc | Other Private Fund | $4.9B | $1 | 25 |
| Liquid Markets 1888 Fund, Llc | Hedge Fund | $2.9B | $1 | 1 |
| Illiquid Markets 1888 Fund, Llc | Private Equity Fund | $1.8B | $1 | 1 |
| 1888 Npo Fund, Llc | Other Private Fund | $945M | $1 | 6 |
| Esawf, Llc | Other Private Fund | $85.3M | $250K | 33 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.95 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗