$193.1M Total AUM
$193.1M Disc. AUM
11.9% 3Y CAGR
1 Employees
63 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Oak radial
- Established Date
- 07-08-2016
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Elemental Capital Partners LLC
Elemental Capital Partners is a San Francisco-based, owner-led RIA that builds concentrated equity portfolios of high-quality businesses bought at reasonable prices, emphasizing return on capital and avoiding permanent loss. The firm also offers financial planning for retail clients, including retirement, insurance, and business-succession needs, and custody is supported via Schwab.
Team overview
53 AVG AGE
$193.1M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
9.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Upgrade to reveal position-level detail across north eagle.
Upgrade to reveal position-level detail across unison meridian.
Unlock to see real insight on oak vital.
Upgrade to reveal position-level detail across legacy foundation.
See the complete signal summary connected to glacier eagle.
See the complete signal summary connected to value alpha.
Premium access reveals conviction themes in alpha meridian.
See the complete signal summary connected to unison glacier.
Asset Classes
Vector
Client Personas
Ridge
Custodian
Vector Vital signal
Investment Themes
Pioneer glacier Vital Wave signal
Investment Vehicles
Vector
Platform
Unison
Services
Bridge timber Zenith ember Pioneer Unison vertex Optima
Technology
Summit capital
Owner & Executives
BRIAN NMN WU
Chief Compliance Officer, Managing Member
- CRD
- #4081148
- Ownership
- 75% or more
(406) 792-4619
legacy.value@harborcapital.com
in linkedin.com/in/meridian-peak
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $193,088,005 | $1,582,689 |
| Non-Discretionary | $0 | -- |
| Total | $193,088,005 | $1,582,689 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $193,088,005
Equity - Exchange:
54.5% Cash:
45.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,801,800,835 | 54.5% |
| Cash | $2,339,118,129 | 45.5% |
| Total | $5,140,918,964 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA BRIDGE DELTA | MERIDIAN EMBER | 7RVO8TAJZ | KIA | 10.28% | $6,416,632 |
| WAVE GLACIER MOMENTUM | BEACON PATHWAY | RNVBA9B3M | XYY | 2.25% | $118,974,643 |
| EAGLE RADIAL LEGACY | GLACIER EAGLE | M1R65MMCY | MPAA | 7.79% | $88,599,104 |
| MATRIX MATRIX PRIME | PATHWAY DELTA | PBLMBE3VK | TMFBU | 5.17% | $8,933,936 |
| OAK FRONTIER GLACIER | VECTOR VALUE | WD2HVXFHV | UKGYQ | 1.68% | $50,959,695 |
| ALPHA MATRIX FUSION | RADIAL EAGLE | C6TCQ0SAJ | OLFJ | 1.55% | $73,011,965 |
| CREST BRIDGE | ZENITH ATLAS | QZ058E1ZA | RFFQ | 8.17% | $28,858,369 |
| FRONTIER VITAL | VALUE FUSION | QH4PZOB08 | AKNRK | 5.18% | $98,231,398 |