Key facts
- 1838 Investment Advisors’s last known valuation is $25.0M.
- Status: Out of Business.
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- ·The full record, as it builds
Funding rounds
No funding rounds for 1838 Investment Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About 1838 Investment Advisors
Provider of investment management products and services. The company specializes in large capitalization core, international, and fixed-income investment strategies and is known for its TaxSmart tax-efficient portfolio management capability.
- Sector
- Financial Services
- HQ
- King of Prussia, PA, United States
- Employees
- 65
- Ownership
- Out of Business
1838 Investment Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in 1838 Investment Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on 1838 Investment Advisors in its N-PORT filings yet. We sweep new filings monthly.