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1818 Private Client Group, LLC

● SEC registered since 2025CRD 304110SEC# 801-132124Aventura, FL
Export (members)
Reg. AUM
$115.4M
Employees
3
Accounts
59
Location
Aventura, FL

1818 Private Client Group, LLC assets under management

1818 Private Client Group, LLC operates as an SEC-registered investment adviser based in Aventura, FL. The firm has been registered since 2025. It reports $115.4 million in regulatory assets under management and employs 3 people.

1818 Private Client Group, LLC owners & executives

7 reported
NameTitleOwnershipSince
1818 Holdings LLC ControlOwnerOver 75%2023
Apr18 LLCOwner10-25%2024
Zvika Nmn Feldman ControlManaging Principal/Chief Compliance Officer10-25%2021
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Frequently asked questions

How much does 1818 Private Client Group, LLC manage?

1818 Private Client Group, LLC reports $115.4 million in regulatory assets under management on its Form ADV.

How many employees does 1818 Private Client Group, LLC have?

1818 Private Client Group, LLC reports 3 employees.

Where is 1818 Private Client Group, LLC located?

1818 Private Client Group, LLC is based in Aventura, FL and has been SEC-registered since 2025.

Does 1818 Private Client Group, LLC disclose fund performance?

1818 Private Client Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2980 NE 207th St, Suite 809, Aventura, FL 33180
Phone(305) 684-8331
Fax(786) 207-1163
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$115.4M▲ 7%
Feb '25 — $107.9MMar '25 — $107.9MApr '25 — $107.9MMay '25 — $107.9MJun '25 — $107.9MJul '25 — $107.9MAug '25 — $107.9MSep '25 — $107.9MOct '25 — $107.9MNov '25 — $107.9MDec '25 — $107.9MJan '26 — $115.4MFeb '26 — $115.4MMar '26 — $115.4MApr '26 — $115.4MMay '26 — $115.4MJun '26 — $115.4M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$115.4Mregulatory AUM
Discretionary $82.5MNon-discretionary $32.9M