ELITE PORTFOLIOS

RIASEC RegisteredEst. 2023
Total AUM
$322K
Discretionary
$322K
100% of AUM
Avg account
$161K
Accounts
2
Employees
1
Advisory reps
2

Firm details

Headquarters
Carmel by the Sea, California
CRD number
327535
Registered since
September 6, 2023
Fee structure
Other
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Elite Portfolios is a limited liability company that registered with the SEC in 2023 and describes its client base as institutional. The firm’s stated advisory activity is portfolio management for businesses or institutions. Ownership is listed as a combination of a domestic entity and an individual, and the firm reports a related-adviser relationship. It does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator; fee arrangements are categorized as “other.” The firm’s filing characterizes it as unclassified within the available taxonomy, and its operations appear oriented toward managing discretionary mandates for institutional clients rather than direct principal investing or multi-state retail distribution.

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • GREGORY RUTHERFORD

    President, CEOCRD 2459249

Contacts

1 of 1
  • JEFFREY SMITH

    FounderCRD 4926961

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Carmel by the Sea, CA

MONTEREY

Location

Carmel by the Sea, CA

Headquartered in Carmel by the Sea, CA, in the West of the United States.

Region
West
County
MONTEREY
Address
NW Cor Ocean Ave And Msn St Nd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth