ELEVAR EQUITY MANAGEMENT LTD.

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
175214
Registered since
June 30, 2022

Firm profile

FINTRX

Overview

Elevar Equity Management Ltd. is a manager that primarily operates as a sponsor and general partner of pooled investment vehicles, with a stated focus on venture-style private investments. The firm registered with the SEC in 2022 and is owned by a combination of a foreign entity and an individual. Its regulatory profile is classified as unclassified; it does not identify as a capital allocator or pension consultant and it does not report active ESG engagement. The business model centers on running pooled funds where Elevar serves in a GP or managing member role rather than acting as a multi‑state retail adviser. Investment activity is concentrated on running and managing venture-focused funds. As sponsor/GP, the firm appears to concentrate on fund-level activity—sourcing, structuring and managing third‑party commitments into private companies—rather than on a broad suite of advisory services across separate account retail clients.

Assets & Accounts

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

Owners & executives

1 of 1
  • SHOBHA VENKATARAMAN

    Partner, CCO and CFOCRD 7071417

Contacts

3 of 3
  • JOHANNA POSADA

    Founder & Managing PartnerCRD 6036110

  • Ameeta Patel

    PartnerCRD 6569238

  • VIPUL RAWAL

    PartnerCRD 7719076

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
450 Alaskan Way S
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth