Elmwood Asset Management LLC

Overview

Elmwood Asset Management LLC is an institutional-focused investment manager organized as an LLC that serves as an adviser and operator of pooled investment vehicles. The firm is registered with the SEC (registration year 2019) and classifies its primary activity around securitized asset funds. Elmwood provides portfolio management for pooled vehicles and also operates in sponsor/GP and related roles for those vehicles. Its client base is institutional, and its fee arrangements combine percentage-of-AUM charges with performance-based fees. The firm identifies as an active ESG investor and incorporates environmental, social, or governance considerations into its investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices