Five Elms Capital

RIASEC RegisteredEst. 2017
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$135M
Accounts
23
Employees
69
Advisory reps
3

Firm details

Headquarters
Kansas City, Missouri
CRD number
163548
Registered since
July 31, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Jennifer Witt

    General CounselCRD 7875148

  • Frederick Coulson

    Frederick Coulson

    Managing Partner, FounderCRD 3010435

  • Kalie Mccollaugh

    Kalie Mccollaugh

    Director of FinanceCRD 6715302

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth