Five Elms Capital
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 163548
- Registered since
- July 31, 2017
- Website
- www.fiveelms.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Five Elms Capital is organized as a limited liability company and operates as a private equity fund manager focused on pooled investment vehicles. The firm is SEC-registered since 2017 and serves an institutional client base. Its advisory role centers on portfolio management for pooled vehicles, and it commonly functions as a sponsor, general partner, and managing member of those vehicles rather than acting as a third-party capital allocator. Fee arrangements combine a percentage-of-assets charge with performance-based fees. The firm does not describe itself 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
Contacts
3 of 3Jennifer Witt
General CounselCRD 7875148

Frederick Coulson
Managing Partner, FounderCRD 3010435

Kalie Mccollaugh
Director of FinanceCRD 6715302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kansas City, MO
Jackson
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 4801 Main St
- Time zone
- CT (UTC-6)
- Office locations
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