1819 Partners, Llc
- Regulatory AUM
- $207M
- Discretionary
- $207M
- Clients
- 4
- Avg AUM / client
- $51.8M
- Accounts
- 4
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $207M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $156M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Crockett Partners Fund I, Lp | Private Equity Fund | Delaware | $110M | 37 |
| 1819 Es Partners Fund, Lp | Private Equity Fund | Delaware | $32.8M | 21 |
| 1819 Hsi E, L.P. | Private Equity Fund | Delaware | $6.6M | 23 |
| 1819 App M, Llc | Private Equity Fund | Delaware | $4.0M | 17 |
| 1819 App E, Llc | Private Equity Fund | Delaware | $1.6M | 14 |
| 1819 Hsi M, L.P. | Private Equity Fund | Delaware | $1.6M | 7 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brooks, John, Howard | Member | Jan 2021 (6y) | 25% – 50% | |
| Joseph Mccaughan Morrison | Chief Compliance Officer/Member | CFA | Jan 2021 (6y) | 25% – 50% |
| Andrew David Hursey | Member | CFA | Jan 2022 (5y) | 10% – 25% |
| John Brooks | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 40% 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 (6, $156M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Crockett Partners Fund I, Lp | Private Equity Fund | $110M | $1.0M | 37 |
| 1819 Es Partners Fund, Lp | Private Equity Fund | $32.8M | $500K | 21 |
| 1819 Hsi E, L.P. | Private Equity Fund | $6.6M | $250K | 23 |
| 1819 App M, Llc | Private Equity Fund | $4.0M | $100K | 17 |
| 1819 App E, Llc | Private Equity Fund | $1.6M | $100K | 14 |
| 1819 Hsi M, L.P. | Private Equity Fund | $1.6M | $250K | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 2.35 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
- • Other fees
- • CASH FLOWS FROM OPERATIONS
Services
- • Portfolio management for pooled investment vehicles
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 24, 2026.
View current Form ADV (SEC/IAPD) ↗