ELITE PORTFOLIOS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
1 of 1GREGORY RUTHERFORD
President, CEOCRD 2459249
Contacts
1 of 1JEFFREY SMITH
FounderCRD 4926961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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