ELM RIDGE MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$155M
Discretionary
$155M
100% of AUM
Avg account
$155M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
BRIARCLIFF MANOR, New York
CRD number
154508
Registered since
September 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ELM Ridge Management, LLC is structured as a hedge-fund manager and is SEC-registered as of 2023. The firm serves institutional clients and operates as a CPO/CTA and as sponsor/GP/managing member for pooled investment vehicles, providing portfolio management for those vehicles. Ownership is held at the individual level and the firm's compensation model combines a percentage-of-AUM fee with performance-based fees. The firm does not report itself as an active ESG investor and is not organized as a multi-state adviser or a pension consultant. Its regulatory and operating posture centers on managing pooled vehicles and executing strategies consistent with hedge fund registration and CPO/CTA activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • SHEETAL ACHAREKAR

    Chief Compliance OfficerCRD 4590981

Contacts

1 of 1
  • RONALD GUTFLEISH

    Managing MemberCRD 1668981

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BRIARCLIFF MANOR, NY

WESTCHESTER

Location

BRIARCLIFF MANOR, NY

Headquartered in BRIARCLIFF MANOR, NY, 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
WESTCHESTER
Address
298 Scarborough Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth