ELEVATE CAPITAL MANAGEMENT, L.L.C.

Overview

Elevate Capital Management, L.L.C. is an independent RIA that serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm runs both discretionary and non‑discretionary mandates and charges standard percentage‑of‑AUM fees alongside performance‑based fees for certain arrangements. Elevate shows a clear tilt toward publicly traded equities as its primary investment preference, while maintaining access to private and alternative deal flow—venture capital, private placements and real estate—alongside traditional vehicles such as mutual funds and annuities. The firm also lists professional affiliations with a law practice and a real estate broker, which can inform origination and structuring of private deals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices