ELK CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEW HAVEN, Connecticut
CRD number
327823

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • STEVEN REICH

    Chief Operating OfficerCRD 2859433

  • NEEL PATEL

    Founder and Chief Executive OfficerCRD 6267427

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth