Elbrus Partners, LLC

RIASEC Registered
Total AUM
$11.2M
Discretionary
$11.2M
100% of AUM
Avg account
$261K
Accounts
43
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
289160
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI55.31%
  • Individuals44.69%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Elbrus Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves an individual and family client base. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor, and its business classification does not indicate roles such as pension consulting, multi-state adviser registration, or acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 35%, Cash & Cash Equivalents 6%, Derivatives 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents6%
  • Derivatives1%

Contacts

1 of 1
  • Brandon Barrett

    Brandon Barrett

    Managing Director / Investment Adviser RepresentativeCRD 5679926

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth