1818 Private Client Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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%
Minimum fee: $3,000.00 per quarter minimum for assets under advisement fees
Main office
2980 NE 207th St, Suite 809
Aventura FL 33180
Advisors at this office
2
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Zvika F
Series 66
Aventura, FL
1818 Private Client Group, LLC
Zvika Feldman is a financial advisor with 19 years of industry experience, currently affiliated with 1818 Private Client Group, LLC. He holds a Series 66 designation and previously worked for Bank Leumi USA and Leumi Investment Services for 14 years. In addition to his advisory role, Feldman is involved as a business developer for Ari Financial Group, an insurance agency. 1818 Private Client Group, LLC is an SEC-registered firm serving high-net-worth individuals through discretionary and non-discretionary portfolio management. The firm manages approximately $115 million across 22 client relationships and utilizes a range of investment strategies including derivatives and currency hedging, tailored to each client’s risk profile.
Bilay O
Series 66
Aventura, FL
1818 Private Client Group, LLC
Bilay Ozgun is a financial advisor at 1818 Private Client Group, LLC in Aventura, FL, holding a Series 66 license with three years of industry experience. His prior experience includes roles at Miura Investment Advisors, Israel Discount Bank of New York, and Bank Leumi USA. Ozgun maintains active real estate sales associate and mortgage loan originator licenses, though he does not currently engage in these activities. 1818 Private Client Group, LLC is an SEC-registered advisory firm serving high-net-worth individuals through discretionary and non-discretionary portfolio management and assets-under-advisement services. The firm employs fundamental, quantitative, technical, and portfolio-construction techniques, with a notable focus on derivative strategies and tailored currency hedging consistent with client investment policy statements.
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