1818 Private Client Group, LLC logo

1818 Private Client Group, LLC

Updated today

Client assets under management

$115,403,046

Clients

22

73% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

11

Very Low

Average account size

$5,245,593

About

1818 Private Client Group, LLC is an SEC-registered advisory firm that primarily serves high-net-worth individuals through both discretionary and non-discretionary portfolio management and assets-under-advisement services. The two-advisor firm manages roughly $115 million for about 22 client relationships and also advises on held-away assets, lending and financing decisions, and retirement accounts.

The firm’s investment process draws on fundamental, quantitative, technical and portfolio-construction techniques and employs a range of instruments including equities, fixed income, ETFs, private funds, options and margin strategies. 1818PCG documents client risk tolerances in Investment Policy Statements and offers tailored hedging services, including foreign currency hedging and derivatives-based strategies implemented consistent with each client’s IPS.

What is distinctive about the firm is its active use of derivatives in separately managed accounts and its facilitation of currency swaps via client loans and pledged securities through unaffiliated banks, a service for which it receives referral or revenue-sharing arrangements disclosed in its brochure. The firm operates at a boutique scale and discloses potential conflicts (including soft-dollar benefits and swap-related revenue sharing), and it recently transitioned to SEC registration.

Client services

Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$1 - $999,999: 1.50% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.90% $10,000,000 - $19,999,999: 0.80%

Other

Minimum fee: $3,000.00 per quarter minimum for assets under advisement fees

Main office location

1818 Private Client Group, LLC

2980 Ne 207 Th St, Suite 809

Aventura FL 33180, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Zvika F

Series 66

Aventura, FL

1818 Private Client Group, LLC

Zvika Feldman is a financial advisor with 18 years of industry experience, currently with 1818 Private Client Group, LLC since 2021. Prior to joining 1818, he worked at Bank Leumi USA and Leumi Investment Services from 2007 to 2021. Feldman holds the Series 66 designation and is also involved as a business developer for an insurance agency. 1818 Private Client Group provides discretionary and non-discretionary portfolio management and financial advice primarily to high-net-worth individuals. The firm employs a range of analytical approaches and trading strategies across various investment types and offers specialized services such as currency swaps and derivative facilitation through independent banks.

Options & derivatives strategies Concentrated stock management
user avatar

Bilay O

Series 66

Aventura, FL

1818 Private Client Group, LLC

Bilay Ozgun is a financial advisor at 1818 Private Client Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Miura Investment Advisors, Banesco USA, and Bank Leumi USA. Outside of his advisory role, he maintains active licenses as a real estate sales associate and mortgage loan originator, though he has not devoted time to those activities. 1818 Private Client Group provides discretionary and non-discretionary portfolio management and financial advice primarily to high-net-worth individuals. The firm employs a range of analytical approaches and trading strategies across diverse investment types, including equities, fixed income, and derivatives, and offers unique services such as currency swap facilitation through independent banks.

Options & derivatives strategies Concentrated stock management
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