1838 INVESTMENT ADVISORS, LLC
CRD #108570 SEC #801-55939 KING OF PRUSSIA, PA 484-322-4300
SEC Registered
Total AUM
$10.9B
Discretionary
$10.5B
Employees
51
Clients
--
Accounts
33,582
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MBIA ASSET MANAGEMENT,LLC | DE | SOLE OWNER | E | Control |
| MBIA ASSET MANAGEMENT,LLC | DE | SOLE OWNER | E | Control |
| MBIA ASSET MANAGEMENT,LLC | DE | SOLE OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, ERIC, MATTHEW | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| ANDERSON, ERIC, MATTHEW | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| BERRIGAN, EDMUND, GERALD | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| BERRIGAN, EDMUND, GERALD | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| BIEMER, MICHAEL, FRANCIS | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| BIEMER, MICHAEL, FRANCIS | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| BROWN, WILLIAM, THACHER | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| BROWN, WILLIAM, THACHER | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| BUDNICK, NEIL, G | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| BUDNICK, NEIL, G | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| CLANCY, JOHN, BARRON | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| CLANCY, JOHN, BARRON | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| CORSO, CLIFFORD, DEAN | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| CORSO, CLIFFORD, DEAN | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| DITTMAN, FREDERIC, NOBLE | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| DITTMAN, FREDERIC, NOBLE | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| DONALDSON, JOHN, HANNUM | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| DONALDSON, JOHN, HANNUM | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| DOYLE, JOSEPH, THOMAS | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| DOYLE, JOSEPH, THOMAS | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| DUNTON, GARY, CHARLES | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| DUNTON, GARY, CHARLES | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| FOGARTY, JESSE, L | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| FOGARTY, JESSE, L | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| GEPHART, GEORGE, WESLEY | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| GEPHART, GEORGE, WESLEY | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| KEPES, STEPHEN, DRAY | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| KEPES, STEPHEN, DRAY | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| KNIGHT, RICHARD, NEWMAN | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| KNIGHT, RICHARD, NEWMAN | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| LANGLEY, SEAN, MICHAEL | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| LANGLEY, SEAN, MICHAEL | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| LISLE, JOHN | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| LISLE, JOHN | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| SPRINGROSE, JOHN, HENRY | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| SPRINGROSE, JOHN, HENRY | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| STORCH, ERIC, DANIEL | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| STORCH, ERIC, DANIEL | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| VAN DEN BERG, HANS | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| VAN DEN BERG, HANS | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| VOLTZ, SUSAN, ANNE | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| VOLTZ, SUSAN, ANNE | I | 1838 INVESTMENT ADVISORS, LLC | F | Control |
| MBIA INC. | DE | MBIA ASSET MANAGEMENT,LLC | E | Control |
| MBIA INC. | DE | MBIA ASSET MANAGEMENT,LLC | E | Control |
| MBIA INC. | DE | MBIA ASSET MANAGEMENT,LLC | E | Control |
Registrations
Federal
IA
Apr 1, 2002 REGISTERED
Notice Filings (49)
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Address
2701 RENAISSANCE BOULEVARDFOURTH FLOOR
KING OF PRUSSIA, PA 19406
USA
Phone: 484-322-4300