TEAM ELEVATED ASSET MANAGEMENT

Overview

Team Elevated Asset Management is a privately held LLC that provides discretionary portfolio management to both individual and institutional clients. The firm charges fees as a percentage of assets under management and concentrates its advisory activities on portfolio management for individuals, small businesses and larger business or institutional accounts. Its stated investment preference is equities, with a clear tilt toward exchange-traded instruments, while alternatives are used as complementary allocations rather than in-house strategies. The firm operates as an adviser that places client capital with external managers rather than acting as a capital allocator: it sources third‑party funds across private markets and hedge strategies to fill illiquid or diversification needs. Team Elevated is not an active ESG investor and is not structured as a multi‑state adviser; its business model centers on discretionary management and tailored portfolio construction for both private clients and institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices