ELEVATE INVESTMENT MANAGEMENT, LLC

Overview

Elevate Investment Management, LLC is an independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm delivers financial planning and discretionary portfolio management for individuals and small businesses, charging fees on a percentage-of-AUM basis. Investment activity centers on publicly available pooled products — primarily mutual funds — used as the core building blocks for client portfolios, with discretion over asset allocation. Elevate is not an active ESG investor and does not act as a capital allocator; when it uses alternatives, it relies on third-party managers rather than running in-house alternative strategies. Manager allocation interest is modest and targeted: the firm integrates private placements as its principal source of alternative exposure while keeping the bulk of assets in mutual funds and separately managed account sleeves. Given its small scale, Elevate appears to prioritize straightforward, liquid building blocks supplemented by selective private-placement opportunities for clients where appropriate.

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Location & Offices