Black Elm Advisers, LLC
RIAState Registered
Total AUM
$18.6M
Discretionary
$16.9M
91% of AUM
Avg account
$95.5K
Accounts
195
Employees
3
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 174910
- Website
- blackelmadvisers.com
- Custodians
- CHARLES SCHWAB & CO., INC., TRADINGBLOCK, BETTERMENT
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI67.05%
- Individuals22.13%
- Corporations / Businesses10.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Black Elm Advisers, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional accounts, with a primary advisory activity of portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-AUM schedule with the ability to charge performance-based fees. The adviser is registered in Florida and Illinois and is not positioned as a capital allocator; it does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Derivatives34%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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