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 domestic limited liability company that functions as a private equity fund manager and adviser to pooled vehicles. The firm targets institutional clients and runs portfolio management for pooled investment vehicles, acting in sponsor and general partner capacities where it sponsors and manages pooled funds. Its fee model combines a percentage-of-assets component with performance-based fees. Five Elms Capital registered with the SEC in 2017 and does not present itself as a multi-state or newly formed adviser; it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

    Managing Partner, FounderCRD 3010435

  • 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