Firm profile

1888 Investments, LLC

DENVER, COCRD 312491Registration Status: ApprovedEffective since March 11, 2021SEC # 801-120484Latest ADV March 27, 2026

1888 Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 27, 2026, reports $5.9B in regulatory assets under management, 13 employees, 1 office, and 34 accounts.

Assets Under Management
$5.9B
Employees
13
Offices
1 office
Total Clients
34

Associated firm names

1 name listed
  • 1888 INVESTMENTS, LLC

Leadership

3 roles identified
CCOKevin J. Taylor
COOChristopher C. J. Welker
CIOChristopher C. Dries

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

DENVER, Colorado, United States

Loading map…

Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Colorado

DENVERPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.9Bas of March 27, 2026
Discretionary100.0%
$5.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentHNWI represent 47.1% of total clients.
Top client categories% of clientsClients
1
HNWI
47.1%
16
2
Charitable
32.4%
11
3
Pooled Investment Vehicles
14.7%
5
4
Corporations
5.9%
2

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$5.9B
Total Accounts34
10Y AUM Change$-8.1B (-57.7%)

Private Funds

Private funds reported by 1888 Investments, LLC

Loading private fund disclosures…

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee3:1
10Y Employee Change+1 (+8.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
1888 MANAGEMENT, LLCDirect owner · Schedule AInterest in 1888 INVESTMENTS, LLC
75%+
THE BESSEMER GROUP, INCORPORATEDIndirect owner · Schedule BInterest in BESSEMER TRUST COMPANY OF DELAWARE, N.A.
75%+
CHARLES G. KOCH 1997 TRUST DATED DECEMBER 18, 1997Indirect owner · Schedule BInterest in 1888 MANAGEMENT, LLC
25% to < 50%
REMAINDER MARITAL TRUST CREATED BY DAVID H. KOCH 2003 TRUST U/A/D 1/24/03Indirect owner · Schedule BInterest in 1888 MANAGEMENT, LLC
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to 1888 Investments, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-03-27 · Schedules A and B

17 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
11888 MANAGEMENT, LLCSOLE MEMBERDomestic entity1888 INVESTMENTS, LLC75% or moreCode EYesSOLE MEMBER12/2020Schedule APDF page 40
2CHRISTOPHER CARL JAMES WELKERPRESIDENT & CHIEF OPERATING OFFICER / ELECTED MANAGERIndividual1888 INVESTMENTS, LLCLess than 5%Code NAYesPRESIDENT & CHIEF OPERATING OFFICER / ELECTED MANAGER12/2020Schedule APDF page 40
3KELLY ANN WAPPTREASURERIndividual1888 INVESTMENTS, LLCLess than 5%Code NAYesTREASURER12/2020Schedule APDF page 40
4KEVIN J TAYLORCHIEF COMPLIANCE OFFICER, SECRETARY AND GENERAL COUNSELIndividual1888 INVESTMENTS, LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER, SECRETARY AND GENERAL COUNSEL08/2021Schedule APDF page 40
5DAVID J MAYELECTED MANAGERIndividual1888 INVESTMENTS, LLCLess than 5%Code NAYesELECTED MANAGER04/2022Schedule APDF page 40
6CHRISTOPHER CHARLES DRIESCHIEF INVESTMENT OFFICER / ELECTED MANAGERIndividual1888 INVESTMENTS, LLCLess than 5%Code NAYesCHIEF INVESTMENT OFFICER / ELECTED MANAGER03/2023Schedule APDF page 40
7Sarah MurphyVICE PRESIDENTIndividual1888 INVESTMENTS, LLCLess than 5%Code NAYesVICE PRESIDENT12/2023Schedule APDF page 40
8CHARLES G. KOCH 1997 TRUST DATED DECEMBER 18, 1997MEMBERDomestic entity1888 MANAGEMENT, LLC25% to less than 50%Code CYesMEMBER12/2014Schedule BPDF page 40
9REMAINDER MARITAL TRUST CREATED BY DAVID H. KOCH 2003 TRUST U/A/D 1/24/03MEMBERDomestic entity1888 MANAGEMENT, LLC25% to less than 50%Code CYesMEMBER12/2019Schedule BPDF page 40
10BESSEMER TRUST COMPANY OF DELAWARE, N.A.TRUSTEEDomestic entityREMAINDER MARITAL TRUST CREATED BY DAVID H. KOCH 2003 TRUST U/A/D 1/24/03Percentage not specifiedCode FYesTRUSTEE08/2019Schedule BPDF page 41
11THE BESSEMER GROUP, INCORPORATEDSHAREHOLDERDomestic entityBESSEMER TRUST COMPANY OF DELAWARE, N.A.75% or moreCode EYesSHAREHOLDER09/1981Schedule BPDF page 41
12CHARLES DEGANAHL KOCHTRUSTEEIndividualCHARLES G. KOCH 1997 TRUST DATED DECEMBER 18, 1997Percentage not specifiedCode FYesTRUSTEE12/1997Schedule BPDF page 41
13GREGORY W. FLESHERTRUSTEEIndividualREMAINDER MARITAL TRUST CREATED BY DAVID H. KOCH 2003 TRUST U/A/D 1/24/03Percentage not specifiedCode FYesTRUSTEE08/2019Schedule BPDF page 41
14DAVID J MAYELECTED MANAGERIndividual1888 MANAGEMENT, LLCPercentage not specifiedCode FYesELECTED MANAGER12/2014Schedule BPDF page 41
15CHARLES CHASE KOCHELECTED MANAGERIndividual1888 MANAGEMENT, LLCPercentage not specifiedCode FYesELECTED MANAGER02/2023Schedule BPDF page 41
16JULIA F KOCHELECTED MANAGERIndividual1888 MANAGEMENT, LLCPercentage not specifiedCode FYesELECTED MANAGER02/2023Schedule BPDF page 41
17DAVID LEE ROBERTSONTRUSTEEIndividualREMAINDER MARITAL TRUST CREATED BY DAVID H. KOCH 2003 TRUST U/A/D 1/24/03Percentage not specifiedCode FYesTRUSTEE02/2024Schedule BPDF page 41

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/27/2026 5:03:39 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.