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1836 Asset Management, LLC

● SEC registered since 2021CRD 313389SEC# 801-120979Dallas, TX
Export (members)
Reg. AUM
$360M
Employees
4
Accounts
310
Location
Dallas, TX

1836 Asset Management, LLC assets under management

1836 Asset Management, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2021. It reports $360 million in regulatory assets under management and employs 4 people.

1836 Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Douglas Scott Wall ControlManaging Member & Chief Investment Officer50-75%2021
Griffin Andrew Perry ControlManaging Member50-75%2021
Holly Leigh Brower ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does 1836 Asset Management, LLC manage?

1836 Asset Management, LLC reports $360 million in regulatory assets under management on its Form ADV.

How many employees does 1836 Asset Management, LLC have?

1836 Asset Management, LLC reports 4 employees.

Where is 1836 Asset Management, LLC located?

1836 Asset Management, LLC is based in Dallas, TX and has been SEC-registered since 2021.

Does 1836 Asset Management, LLC disclose fund performance?

1836 Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3401 Armstrong Ave, Suite 250, Dallas, TX 75205
Phone888-808-8278
Office hours9a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$138.6M
Non-discretionary$221.4M
Total (RAUM)$360M