ELEVAGE PARTNERS, LLC

Overview

Elevage Partners, LLC is an independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and small businesses. The firm tilts toward equity-driven portfolios, using exchange-traded equities and ETFs as the primary building blocks of client strategies. Advisory services are delivered on a mix of percentage-of-AUM, hourly and fixed-fee arrangements, and the firm manages both discretionary and non-discretionary relationships. Investment activity shows a willingness to use third-party alternative managers alongside traditional holdings. Alternatives deployed include hedge funds, real estate vehicles and private credit, supplemented by mutual funds and corporate debt for fixed-income exposure. Elevage also advises a set of private funds, with private equity the largest fund type overseen.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices