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1818 Private Client Group
1818 Private Client Group, LLC is an SEC-registered investment adviser in Aventura, FL, registered since 2025. The firm manages $115 million in assets, with...
1818 Private Client Group
1818 Private Client Group, LLC is an SEC-registered investment adviser in Aventura, FL, registered since 2025. The firm manages $115 million in assets, with $82 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
1818
Location
Region
North America
Country
United States
City
Aventura
Corporate office
New York, NY, United States
Principals
Timothy J. O'Connor
CEO
James B. Lockhart III
Chairman
Sector focus
Frequently asked questions
How does 1818 Private Client Group differ from a traditional family office?
1818 Private Client Group operates as an SEC-registered RIA with a multi-family office structure — meaning it serves multiple families, not just one. It grew out of Brown Brothers Harriman's private banking division, giving it a trust-company infrastructure and fiduciary history. The firm customizes each client's allocation but does not pool capital into a single vehicle.
What investment strategies does 1818 Private Client Group use?
The firm allocates across private equity, real estate, infrastructure, private credit, and hedge funds. It uses a mix of fund commitments, direct co-investments, and separate accounts rather than a single fund structure. Each portfolio is bespoke to the client's risk tolerance and liquidity needs.
Is 1818 Private Client Group still part of Brown Brothers Harriman?
Yes and no. 1818 Private Client Group is a legally separate RIA registered in 2019, but it maintains close ties to Brown Brothers Harriman. The firm draws on BBH's custodial, banking, and asset management resources without being a division. It uses the same brand heritage but operates under a distinct regulatory framework.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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