1838 Investment Advisors,LP (King Of Prussia)

Name: 1838 Investment Advisors,LP
Address: 2701 Renaissance Blvd., King Of Prussia, PA, 19406
Telephone: 484-322-4300

1838 Investment Advisors,LP is a large advisory firm based in King Of Prussia. It manages $2.28 billion of regulatory assets for 4,165 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

1838 Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

1838 Investment Advisors: assets under management

The assets under management (AUM) of 1838 Investment Advisors,LP is $2.28 billion. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.99 billion in discretionary accounts and $285.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $490.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.94 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay 1838 Investment Advisors,LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at 1838 Investment Advisors,LP

Ross Karl Chapin has been acting as President since 1 Jan 2005. Daniel Neumann Mullen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Jacob Carver	Chief operating officer	1 Mar 2004	Other	2638120
Llc The Tahoma Fund	Limited partner	1 Mar 2004	50% - 75%	91-1961151
Llc The Tahoma Fund B	Limited partner	1 Mar 2004	Other	91-2142692
Andover Management Llc	General partner	1 Mar 2004	Other	37-1487599
Richard Drew Hughes	Chief executive officer	1 Mar 2004	Other	1338811
Joseph Thomas Doyle	Managing director	1 May 2004	Other	1491916
1838 Investors Llc	Llc	1 May 2004	50% - 75%	20-1068171
John James Kelley	Chief compliance officer	1 Sep 2004	Other	4868529
Ross Karl Chapin	Chairman	1 Jan 2005	Other	702465
Daniel Neumann Mullen	Chief compliance officer	1 Jan 2005	Other	2708266

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Orca Bay Partners	Manager	1 Jun 2001	Other	91-1935595
John E Mccaw	Member	1 Jun 2001	25% - 50%	4427744
The Tahoma Fund Llc	Member	1 Mar 2004	75% - 100%	91-1961151
Ross Karl Chapin	Manager	1 Mar 2004	Other	702465
Stanley Brian Mccammon	Manager	1 Mar 2004	Other	4427743
Llc 1838 Pci	Member	1 May 2004	50% - 75%	20-1014724
Orca Bay Capital Corp.	Member	1 May 2004	50% - 75%	91-1616834
Bruce C Mccaw	Member	1 May 2004	75% - 100%	325379

Based in King Of Prussia

The principal office where 1838 Investment Advisors,LP performs its advisory services is located at 2701 Renaissance Blvd., King Of Prussia, PA 19406, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 484-322-4300 or by fax 484-322-7484. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.1838.com.