ELITE PORTFOLIOS
ELITE TAMP LLC Legal Name
Adviser information for ELITE PORTFOLIOS 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 | California, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
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 | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $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 businesses or institutional clients |
|---|---|
| Compensation | INVESTMENT MANAGEMENT FEE SHARING |
Identifiers
| SEC RIA File Number | 801-128578 |
|---|---|
| SEC ERA File Number | 801-128578 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327535 |
| Legal Entity Identifier | None |
Principal Office
12600 DEERFIELD PKWY#100
ALPHARETTA
GA
United States
Monday - Friday, 8:00-18:00
Tel: 402-670-7704, Fax: None
Websites
Chief Compliance Officer
JEFFREY A. SMITH
295 PALMAS INN WAY
104-399
HUMACO
PR
United States
Tel:
2483761480
J*****@************M
(Full email address available in API data)
Regulatory Contact
TONJA MORGAN
SENIOR CONSULTANT
43 S LOMBARD AVE
APT 12
OAK PARK
PA
United States
Tel:
7085330883
T******@************M
(Full email address available in API data)
Industry Affiliates
| ADAPTIVE INVESTMENTS | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SMITH, JEFFREY, ANDREW | Individual | – | CCO | 06/2023 | < 5% |
| RUTHERFORD, GREGORY, ALLAN | Individual | – | CEO | 06/2023 | < 5% |
| Balas, Justin | Individual | – | CIO | 06/2023 | < 5% |
| PURPLE MARLIN LLC | Domestic Entity | – | MEMBER | 03/2021 | > 75% |
| RUTHERFORD, GREGORY, ALLAN | Individual | PURPLE MARLIN LLC | MANAGER | 03/2021 | > 75% |
| STILLWATER PRIVATE HOLDINGS, LLC | Domestic Entity | – | DIRECT OWNER | 03/2024 | 10-25% |
| CHAD AND SARA HINDS 2021 TRUST | Domestic Entity | – | DIRECT OWNER | 03/2024 | < 5% |