ELM STREET ADVISORS, 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
301641

Firm profile

FINTRX

Overview

ELM Street Advisors, LLC is a small, owner‑managed limited liability company that operates primarily as an adviser to private venture capital vehicles rather than as a traditional wealth manager. The firm’s registration attributes indicate an individual owner and a narrow regulatory footprint — it is not listed as a multi‑state adviser and is not marked as an active ESG investor. Public reporting on retail advisory activity and fee schedules is minimal, which, together with other indicators, suggests the firm’s core activity is private fund management rather than managing retail advisory accounts. The firm’s fund activity points to a boutique, concentrated approach: it advises two venture capital funds and appears to focus resources on direct private‑market equity investments and fund management. That profile implies a hands‑on investment posture typical of small VC managers — sourcing and executing seed/early‑stage deals, syndicating rounds, and managing follow‑on investments within a compact portfolio.

Assets & 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

Contacts

2 of 2
  • CHRISTOPHER MCLEOD

    Managing PartnerCRD 5121697

  • ROBERT BETTIGOLE

    Managing PartnerCRD 6049462

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
33 Whitney Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth