ELMTREE FUNDS, LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 338940
- Registered since
- September 2, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Elmtree Funds, LLC operates as an institutional manager focused on pooled real estate investment vehicles. The firm manages multiple closed- and open-ended funds and acts in sponsor and general partner roles for those vehicles, taking responsibility for asset selection, capital deployment and ongoing portfolio management. Corporate activity includes offering commodity pool and CTA services, indicating the firm both sponsors pooled products and can provide trading or management for commodity-style structures alongside its core real estate products. Clients are institutional in nature and the firm’s compensation combines asset-based fees with performance-linked charges, aligning its economic incentives with fund-level returns. Elmtree is not positioned as an active ESG investor, and its advisory activity centers on running pooled investment vehicles rather than one-off advisory mandates.
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
Contacts
1 of 1David Leavitt
PartnerCRD 7101046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 8027 Forsyth Blvd
- Time zone
- CT (UTC-6)
- Office locations
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