$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-27-2017
- Office Locations
- 1
Office Locations
-- Baldwin MD
About Elbrus Partners, LLC
Elbrus Partners is an RIA providing private wealth management for individual investors and families, combining comprehensive financial planning with ongoing portfolio management. The firm emphasizes fiduciary, no‑commission advice and offers its EP-MAP managed asset program with a transparent AUM-based fee. Securities are executed and cleared through Interactive Brokers.
Team overview
35 AVG AGE
$11.2M AVG AUM / ADVISOR
$510.8K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Custodian
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Fund Managers
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
BRANDON ROSS BARRETT
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5679926
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,237,653 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,237,653 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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