ELK CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NEW HAVEN, Connecticut
- CRD number
- 327823
Firm profile
FINTRXOverview
ELK Capital Management, LLC is a limited liability company that functions primarily as sponsor, general partner and managing member for pooled investment vehicles. The firm’s public profile indicates a small, tightly held structure (ownership listed as both a domestic entity and an individual). It does not identify as an active ESG investor, a multi-state adviser, a capital allocator, or a pension consultant; the dataset does not list broader advisory or retail client-facing activities. Regulatory filing details in the source are sparse: SEC registration year is not provided. The firm’s operating model centers on managing private pooled vehicles rather than serving a broad population of advisory 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
Owners & executives
2 of 2STEVEN REICH
Chief Operating OfficerCRD 2859433
NEEL PATEL
Founder and Chief Executive OfficerCRD 6267427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW HAVEN, CT
NEW HAVEN
Location
NEW HAVEN, CT
Headquartered in NEW HAVEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW HAVEN
- Address
- 139 Orange St
- Time zone
- ET (UTC-5)
- Office locations
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