ELEMENTUM ADVISORS, LLC

RIASEC RegisteredEst. 2009
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$166M
Accounts
27
Employees
39
Advisory reps
7

Firm details

Headquarters
CHICAGO, Illinois
CRD number
151635
Registered since
September 30, 2009
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.08%
  • Sovereign Wealth Funds16.48%
  • Pension & Profit Sharing Plans8.24%
  • Other Investment Advisers6.2%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Elementum Advisors, LLC is a hedge fund–style registered investment advisor that works primarily with institutional clients. The firm acts as portfolio manager for pooled investment vehicles and for institutional accounts, and it also serves in sponsor/GP and managing-member roles for its funds. Elementum operates as a CPO/CTA and charges both asset-based and performance-linked fees. The firm is not an active ESG investor, and it describes itself as a domestic entity with individual ownership. Elementum has been SEC-registered since 2009.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 83%, Cash & Cash Equivalents 17%83%
  • Other83%
  • Cash & Cash Equivalents17%

Owners & executives

3 of 4
  • MICHAEL FRANCE

    Managing Partner and Chief Financial OfficerCRD 4018411

  • LYNETTE WALTER

    Chief Legal OfficerCRD 7357529

  • ANDREW LAUER

    Partner, Chief Operating OfficerCRD 6151781

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Contacts

3 of 3
  • PAUL BARKER

    Partner, Portfolio ManagerCRD 7888060

  • ANTHONY RETTINO

    Founding Partner and Senior Portfolio ManagerCRD 1994300

  • JOHN DECARO

    Founding Partner and Senior Portfolio ManagerCRD 2994317

Wealth teams

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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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
155 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth