Overview
Assets Under Management: $117 million
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Frequently Asked Questions
ELEMENTAL CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283897), ELEMENTAL CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
ELEMENTAL CAPITAL PARTNERS LLC serves 39 high-net-worth clients according to their SEC filing dated January 07, 2025. View client details ↓
According to their SEC Form ADV, ELEMENTAL CAPITAL PARTNERS LLC offers portfolio management for individuals. View all service details ↓
ELEMENTAL CAPITAL PARTNERS LLC manages $117 million in client assets according to their SEC filing dated January 07, 2025.
According to their SEC Form ADV, ELEMENTAL CAPITAL PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 118
Discretionary Accounts: 118
Regulatory Filings
CRD Number: 283897
Last Filing Date: 2025-01-07 00:00:00
Website: https://elementalcap.com