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- Custodian
- Deutsche Bank · Fidelity/NFS · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
About 1836 Asset Management, LLC
1836 Asset Management, LLC is a Garland, TX-based advisory firm founded in 2021 serving retail clients, with a stated focus on entrepreneurs. The team provides asset management and asset-allocation guidance, with investment exposure spanning public equity and infrastructure themes and use of pooled vehicles. In its managed accounts, ETFs are the primary implementation, and the firm reports custody relationships including Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GRIFFIN ANDREW PERRY
Co-founder, Financial Advisor, Managing Director, Managing Member, SENIOR ADVISOR
- CRD
- --
- Ownership
- 50% but less than 75%
DOUGLAS SCOTT WALL
Chief Investment Officer, Managing Member
- CRD
- #2083670
- Ownership
- 50% but less than 75%
Meridian delta
Fusion optima
- CRD
- #77087
- Ownership
- 27.7%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,158,312 | $1,492,060 |
| Non-Discretionary | $228,405,633 | $1,038,207 |
| Total | $386,563,945 | $1,185,779 |
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Separately Managed Accounts
Total SMA Asset: $386,563,945
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $594,501,557 | 13.2% |
| Public Funds | $1,067,400,522 | 23.7% |
| Cash | $274,731,780 | 6.1% |
| Municipal Bonds | $319,769,777 | 7.1% |
| Other | $914,271,333 | 20.3% |
| Private Funds | $1,333,124,702 | 29.6% |
| Total | $4,503,799,671 | 100.0% |