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 a small, fee-based registered adviser that manages portfolios for individual and family clients and small businesses. The firm operates as a limited liability company and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not report roles as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth