ELECTRA CAPITAL

ELECTRA CAPITAL ADVISORS, LLC Legal Name

Adviser information for ELECTRA CAPITAL last updated from Form ADV on March 29th, 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 14
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4 $593.1M
Non-Discretionary 0 $0
Total 4 $593.1M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 4 $593.1M
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-126452
SEC ERA File Number 801-126452
SEC CIK Numbers None
SEC CRD Numbers 318664
Legal Entity Identifier None

Principal Office

1001 CONSHOHOCKEN STATE RD.
SUITE #315
CONSHOHOCKEN
PA
United States
Monday - Friday, 9:00-5:00 PM
Tel: (610) 977-2000, Fax: None

Chief Compliance Officer

MYLES R. BLECHNER
140 E. 45TH STREET
29TH FLOOR
NEW YORK
NY
United States
Tel: 6462514862
(Full email address available in API data)

Regulatory Contact

SAM GREENBLATT
1001 CONSHOHOCKEN STATE RD.
SUITE #315
CONSHOHOCKEN
PA
United States
Tel: 6109772000
(Full email address available in API data)

Industry Affiliates

ALEMIF III MANAGEMENT Sponsor, GP, manager of pooled investment vehicles
ALEMIF IV MANAGEMENT LLC Sponsor, GP, manager of pooled investment vehicles
AMERICAN LANDMARK FUND III GP Sponsor, GP, manager of pooled investment vehicles
AMERICAN LANDMARK FUND IV MANAGEMENT LLC Sponsor, GP, manager of pooled investment vehicles
ELECTRA AMERICA Sponsor, GP, manager of pooled investment vehicles
ELECTRA AMERICA HOSPITALITY AKA LLC Sponsor, GP, manager of pooled investment vehicles
EMIF II MANAGEMENT LLC Sponsor, GP, manager of pooled investment vehicles
EMIF MANAGEMENT LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Gugluizza, Joseph, Edward Individual VICE PRESIDENT OPERATIONS 07/2019 < 5%
ELECTRA AMERICA INC. Domestic Entity OWNER 01/2016 10-25%
ELECTRA REAL ESTATE LTD. Foreign Entity ELECTRA AMERICA INC. OWNER 05/1972 > 75%
GREENBLATT, SAMUEL, JAY Individual CEO 07/2019 10-25%
GEIB, ROGER, JOHNDEL Individual CFO 07/2019 < 5%
ELCO LTD. Foreign Entity ELECTRA REAL ESTATE LTD. SHAREHOLDER 12/1949 50-75%
G SALKIND LTD Foreign Entity ELCO LTD. SHAREHOLDER 05/2000 50-75%
SALKIND, MICHAEL, JOSEPH Individual G SALKIND LTD OWNER 05/2000 50-75%
LUBECK, JOSEPH, GREGORY Individual CHAIRMAN 01/2022 25-50%
SALKIND, DANIEL, HAIM Individual G SALKIND LTD OWNER 05/2000 50-75%
Miller, James, Gregory Individual MEMBER/OWNER 07/2019 10-25%
BLECHNER, MYLES, REID Individual CHIEF COMPLIANCE OFFICER 09/2023 < 5%

No. Employees, Historic

20100202220232024202516 on 7/27/202216 on 8/4/202216 on 8/25/202216 on 3/29/202316 on 9/29/202314 on 3/29/2024

RAUM, Historic

600M300M02022202320242025528951338 on 7/27/2022528951338 on 8/4/2022528951338 on 8/25/2022498345975 on 3/29/2023498345975 on 9/29/2023593149516 on 3/29/2024

No. Clients, Historic

105020222023202420254 on 7/27/20224 on 8/4/20224 on 8/25/20224 on 3/29/20234 on 9/29/20234 on 3/29/2024