ELM RIDGE MANAGEMENT, LLC
Adviser information for ELM RIDGE MANAGEMENT, LLC last updated from Form ADV on March 20th, 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 | 2 |
---|---|
Investment Advisory/Research | 2 |
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 | 1 | $148.8M |
Non-Discretionary | 0 | $0 |
Total | 1 | $148.8M |
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 | 1 | $148.8M |
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 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMPerformance-based fees |
Principal Office
298 SCARBOROUGH RDBRIARCLIFF MANOR
NY
United States
Monday - Friday, 8 A.M.-6 P.M.
Tel: 914-250-1000, Fax: 914-250-1005
Websites
Chief Compliance Officer
SHEETAL ACHAREKAR
PORTFOLIO MANAGER
298 SCARBOROUGH RD
BRIARCLIFF MANOR
NY
United States
Tel:
(914) 250-1033
Fax:
(914) 250-1005
C*********@**************M
(Full email address available in API data)
Regulatory Contact
RON GUTFLEISH
MANAGING MEMBER/PORTFOLIO MANAGER
298 SCARBOROUGH RD
BRIARCLIFF MANOR
NY
United States
Tel:
914-250-1010
Fax:
(914) 250-1005
C*********@**************M
(Full email address available in API data)
Industry Affiliates
ELM RIDGE PARTNERS, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ELM RIDGE VALUE PARTNERS, L.P. | Hedge Fund | $148.8M | $1.0M | 34 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GUTFLEISH, RONALD, ERIC | Individual | – | MANAGING MEMBER/PORTFOLIO MANAGER | 06/2006 | > 75% |
ACHAREKAR, SHEETAL, ARUN | Individual | – | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | 07/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed May 15th, 2024 for period ending March 31st, 2024
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ISHARES TR | ISHARES SEMICDTR | 19K | 12K | – |
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LYONDELLBASELL INDUSTRIES N | SHS - A - | 5M | 52K | – |
MAGNOLIA OIL & GAS CORP | CL A | 4M | 153K | – |
NABORS INDUSTRIES LTD | SHS | 3M | 30K | – |
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