ELEVAGE PARTNERS, LLC
Adviser information for ELEVAGE PARTNERS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 860 | $125.6M |
| Non-Discretionary | 280 | $18.2M |
| Total | 1,140 | $143.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 342 | $77.0M |
| HNW Individuals | 23 | $59.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $4.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 3 | $2.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-112475 |
|---|---|
| SEC ERA File Number | 801-112475 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158386 |
| Legal Entity Identifier | None |
Principal Office
5470 KIETZKE LANESUITE 300
RENO
NV
United States
APPT ONLY, 9AM -5PM
Tel: (800) 725-1622, Fax: (888) 720-6964
Chief Compliance Officer
JEFFERY POWELL
CEO
5470 KIETZKE LANE
SUITE 300
RENO
NV
United States
Tel:
(800) 725-1622
Fax:
(888) 720-6964
J***@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ELEVAGE ARTIO SPV | Private Equity Fund | $0.9M | $0.0M | 55 |
| ELEVAGE ARTIO SPV II | Private Equity Fund | $0.1M | $0.0M | 11 |
| EP ALTERNATIVE FUND, LLC | Private Equity Fund | $3.4M | $0.0M | 81 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| POWELL, JEFFERY, DELOY | Individual | – | CCO | 01/2011 | > 75% |
| AURIGA EQUITY VENTURES, LLC | Domestic Entity | – | MEMBER/PASSIVE INVESTOR | 01/2019 | 10-25% |
| POWELL, LORI, DARLENE | Individual | – | PRESIDENT | 01/2021 | < 5% |