# 1818 Private Client Group

1818 Private Client Group is a Multi Family Office based in Aventura, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Aventura, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1818
- **Assets under management:** Undisclosed
- **Website:** www.1818pcg.com
- **LinkedIn:** https://www.linkedin.com/company/1818privateclientgroup

## Regulatory record

- **CRD number:** 304110
- **SEC file number:** 801-132124
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304110

## About

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.

## Sectors

- Private Equity
- Real Estate
- Infrastructure
- Private Credit
- Hedge Funds

## People

- Timothy J. O'Connor — CEO
- James B. Lockhart III — Chairman

## Questions

### 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.

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Last updated: 2026-07-06T01:24:10.448Z

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