Elite Portfolios

Overview

Elite Portfolios is a limited liability company that registers as an SEC-registered investment adviser (registration year 2023) and is organized to provide portfolio management for businesses and other institutional clients. The firm self-identifies as an institutional RIA and reports an institutional client base rather than retail or high-net-worth households. Ownership is recorded as a combination of a domestic entity and an individual, and the adviser is marked as having a related adviser relationship. The firm does not position itself as a capital allocator and does not characterize itself as an active ESG investor. It uses a fee structure described in filings as “other” rather than a simple AUM- or performance-fee model. Elite Portfolios operates under the classification of an adviser that does not serve as a multi-state adviser in the filing snapshot provided.

Assets & Accounts

Investments & Alternatives

Location & Offices