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 an SEC-registered hedge fund organized as an LLC that operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor/GP/managing member of pooled investment vehicles. The firm targets institutional capital and provides portfolio management for pooled vehicles; its compensation combines a percentage-of-AUM component with performance-based fees. The adviser is not classified as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant.

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

FINTRX

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