Elemental Capital Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 283897
- Registered since
- February 19, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.87%
- Individuals3.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Elemental Capital Partners LLC is a small, SEC-registered advisory firm organized as an LLC and registered in 2021. The firm is owner-managed and serves primarily individuals and families, providing portfolio management services for individuals and small businesses on a fee basis tied to assets under management. Elemental reports it is not an active ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities89%
- Cash & Cash Equivalents11%
Contacts
1 of 1
Brian Wu
Founder and PresidentCRD 4081148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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