ELM Tree Capital Management LLC
RIASEC Registered
Total AUM
$4.7M
Discretionary
$4.7M
100% of AUM
Avg account
$940K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 158018
- Custodians
- INVESTMENT SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ELM Tree Capital Management LLC is an independent, owner-operated registered investment adviser that provides portfolio management primarily to individuals and small businesses. The firm charges clients on a percentage-of-assets basis and also offers hourly billing. Advisory work centers on discretionary management; ELM Tree is not structured as a capital allocator, does not act as a pension consultant, and does not describe itself as a multi-state adviser. The firm does not identify as an active ESG investor.
Assets & 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
Asset composition
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents21%
- Exchange Traded Equities15%
- US Government Bonds15%
- Non-Exchange Traded Equities11%
Contacts
1 of 1Edward Evanouskas
Managing MemberCRD 2339035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations